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FineMark National Bank & Trust’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

FineMark National Bank & Trust’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
2025
Q4 		$1.71M Buy
52,619
+24,970
+90% +$804K 0.05% 186
2025
Q3 		$872K Buy
+27,649
New +$833K 0.03% 247

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

FineMark National Bank & Trust's DFAE Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 90% in Q4 2025, buying an estimated $804K and bringing the position to 52,619 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #186.

FineMark National Bank & Trust first reported a position in DFAE in Q3 2025 and has held it in 2 quarters since. 643 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

  • FineMark National Bank & Trust held 52,619 shares of Dimensional Emerging Core Equity Market ETF worth $1.71M as of Q4 2025.
  • FineMark National Bank & Trust bought 24,970 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $804K.
  • Dimensional Emerging Core Equity Market ETF made up 0.05% of FineMark National Bank & Trust's portfolio in Q4 2025, its #186 holding.
  • FineMark National Bank & Trust first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 2 quarters since.
  • 643 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.