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

Financial Symmetry’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 Q2	$3.26M	Sell	81,059 -1,529	-2%	-$59.1K	1.09%	17
2026 Q1	$3.15M	Buy	82,588 +1,789	+2%	+$62.5K	1.12%	17
2025 Q4	$2.63M	Sell	80,799 -1,181	-1%	-$38K	1.07%	17
2025 Q3	$2.58M	Sell	81,980 -1,814	-2%	-$54.6K	1.16%	17
2025 Q2	$2.43M	Sell	83,794 -3,668	-4%	-$98.4K	1.25%	17
2025 Q1	$2.26M	Sell	87,462 -5,819	-6%	-$151K	1.39%	16
2024 Q4	$2.37M	Sell	93,281 -1,605	-2%	-$42.5K	1.61%	13
2024 Q3	$2.6M	Buy	94,886 +2,406	+3%	+$62.7K	1.82%	12
2024 Q2	$2.39M	Buy	92,480 +9,071	+11%	+$230K	1.86%	11
2024 Q1	$2.06M	Buy	83,409 +10,942	+15%	+$262K	1.8%	11
2023 Q4	$1.75M	Buy	+72,467	New	+$1.66M	1.72%	13

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

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Financial Symmetry's DFAE Position: Q2 2026 in Review

Financial Symmetry reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.9% in Q2 2026, selling an estimated $59.1K and leaving 81,059 shares worth $3.26M. The position accounts for 1.09% of the portfolio, ranked #17.

Financial Symmetry first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Financial Symmetry held 81,059 shares of Dimensional Emerging Core Equity Market ETF worth $3.26M as of Q2 2026.
Financial Symmetry sold 1,529 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $59.1K.
Dimensional Emerging Core Equity Market ETF made up 1.09% of Financial Symmetry's portfolio in Q2 2026, its #17 holding.
Financial Symmetry first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
359 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.