FGAM
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Financial Gravity Asset Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Financial Gravity Asset Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.7K Hold
847
– – 0.01% 391
2025
Q4 		$27.6K Hold
847
– – 0.01% 321
2025
Q3 		$26.7K Buy
+847
New +$25.5K 0.01% 377
2025
Q1 		$21.9K Buy
+847
New +$22K ﹤0.01% 465
2024
Q2 		$34.7K Sell
1,340
-2,372
-64% -$60.1K 0.01% 311
2024
Q1 		$90.3K Sell
3,712
-114,198
-97% -$2.74M 0.01% 293
2023
Q4 		$1.23M Buy
117,910
+2,371
+2% +$54.2K 0.01% 319
2023
Q3 		$1.18M Buy
115,539
+109,439
+1,794% +$2.58M 0.01% 317
2023
Q2 		$143 Buy
6,100
+17
+0.3% +$393 ﹤0.01% 1244
2023
Q1 		$140 Buy
+6,083
New +$140K ﹤0.01% 663

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return