FinDec Wealth Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

FinDec Wealth Services’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	$2.09M	Sell	61,833 -9,383	-13%	-$328K	2.56%	11
2025 Q4	$2.32M	Sell	71,216 -6,989	-9%	-$225K	2.49%	10
2025 Q3	$2.47M	Sell	78,205 -12,844	-14%	-$387K	2.55%	10
2025 Q2	$2.64M	Sell	91,049 -21,374	-19%	-$574K	2.76%	9
2025 Q1	$2.91M	Sell	112,423 -111,391	-50%	-$2.89M	2.88%	10
2024 Q4	$5.68M	Sell	223,814 -21,508	-9%	-$569K	3.94%	10
2024 Q3	$6.72M	Buy	245,322 +11,283	+5%	+$294K	3.9%	10
2024 Q2	$6.05M	Buy	234,039 +31	+0%	+$786	3.82%	10
2024 Q1	$5.78M	Buy	234,008 +931	+0.4%	+$22.3K	3.64%	12
2023 Q4	$5.62M	Buy	233,077 +5,203	+2%	+$119K	3.76%	13
2023 Q3	$5.14M	Buy	227,874 +3,517	+2%	+$82.9K	3.72%	11
2023 Q2	$5.26M	Buy	224,357 +12,234	+6%	+$283K	3.68%	12
2023 Q1	$4.88M	Buy	212,123 +40,839	+24%	+$941K	3.69%	11
2022 Q4	$3.76M	Buy	+171,284	New	+$3.64M	3.11%	13

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

FinDec Wealth Services's DFAE Position: Q1 2026 in Review

FinDec Wealth Services reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 13% in Q1 2026, selling an estimated $328K and leaving 61,833 shares worth $2.09M. The position accounts for 2.56% of the portfolio, ranked #11.

FinDec Wealth Services first reported a position in DFAE in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.72M in Q3 2024. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

FinDec Wealth Services held 61,833 shares of Dimensional Emerging Core Equity Market ETF worth $2.09M as of Q1 2026.
FinDec Wealth Services sold 9,383 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $328K.
Dimensional Emerging Core Equity Market ETF made up 2.56% of FinDec Wealth Services's portfolio in Q1 2026, its #11 holding.
FinDec Wealth Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
FinDec Wealth Services's Dimensional Emerging Core Equity Market ETF position peaked at $6.72M in Q3 2024.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.