Financial Harvest’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Financial Harvest’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	$360K	Sell	10,641 -88	-0.8%	-$3.08K	0.21%	37
2025 Q4	$349K	Sell	10,729 -63	-0.6%	-$2.03K	0.22%	38
2025 Q3	$340K	Sell	10,792 -152	-1%	-$4.58K	0.23%	38
2025 Q2	$317K	Buy	+10,944	New	+$294K	0.24%	40
2025 Q1	–	Sell	-14,624	Closed	-$371K	–	61
2024 Q4	$371K	Buy	+14,624	New	+$387K	0.31%	34

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 $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 Harvest's DFAE Position: Q1 2026 in Review

Financial Harvest reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.82% in Q1 2026, selling an estimated $3.08K and leaving 10,641 shares worth $360K. The position accounts for 0.21% of the portfolio, ranked #37.

Financial Harvest first reported a position in DFAE in Q4 2024 and has held it in 5 quarters since. The position peaked at $371K in Q4 2024. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Financial Harvest held 10,641 shares of Dimensional Emerging Core Equity Market ETF worth $360K as of Q1 2026.
Financial Harvest sold 88 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $3.08K.
Dimensional Emerging Core Equity Market ETF made up 0.21% of Financial Harvest's portfolio in Q1 2026, its #37 holding.
Financial Harvest first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 5 quarters since.
Financial Harvest's Dimensional Emerging Core Equity Market ETF position peaked at $371K in Q4 2024.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.