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 -1,031	-43%	-$26.1K	0.01%	311
2024 Q1	$57.2K	Hold	2,371	–	–	0.02%	243
2023 Q4	$57.2K	Buy	+2,371	New	+$54.2K	0.02%	243

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Financial Gravity Asset Management's DFAE Position: Q1 2026 in Review

Financial Gravity Asset Management held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q1 2026 at 847 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #391.

Financial Gravity Asset Management first reported a position in DFAE in Q4 2023 and has held it in 7 quarters since. The position peaked at $57.2K in Q1 2024. 673 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Financial Gravity Asset Management held 847 shares of Dimensional Emerging Core Equity Market ETF worth $28.7K as of Q1 2026.
Financial Gravity Asset Management left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q1 2026.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #391 holding.
Financial Gravity Asset Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Dimensional Emerging Core Equity Market ETF position peaked at $57.2K in Q1 2024.
673 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.