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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
Q2 		$2.13M Sell
53,004
-8,829
-14% -$342K 2.52% 10
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FinDec Wealth Services's DFAE Position: Q2 2026 in Review

FinDec Wealth Services reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 14% in Q2 2026, selling an estimated $342K and leaving 53,004 shares worth $2.13M. The position accounts for 2.52% of the portfolio, ranked #10.

FinDec Wealth Services first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.72M in Q3 2024. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • FinDec Wealth Services held 53,004 shares of Dimensional Emerging Core Equity Market ETF worth $2.13M as of Q2 2026.
  • FinDec Wealth Services sold 8,829 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $342K.
  • Dimensional Emerging Core Equity Market ETF made up 2.52% of FinDec Wealth Services's portfolio in Q2 2026, its #10 holding.
  • FinDec Wealth Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • FinDec Wealth Services's Dimensional Emerging Core Equity Market ETF position peaked at $6.72M in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.