FWM
DFAE icon

FMB Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

FMB Wealth Management’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 		$3.39M Sell
84,259
-786
-0.9% -$30.4K 1.25% 19
2026
Q1 		$2.88M Sell
85,045
-75,162
-47% -$2.63M 1.19% 20
2025
Q4 		$5.22M Sell
160,207
-2,285
-1% -$73.5K 2.06% 15
2025
Q3 		$5.12M Buy
162,492
+8,686
+6% +$262K 2.17% 14
2025
Q2 		$4.45M Buy
153,806
+12,501
+9% +$336K 2.12% 15
2025
Q1 		$3.66M Buy
141,305
+1,679
+1% +$43.6K 2.02% 17
2024
Q4 		$3.54M Buy
139,626
+260
+0.2% +$6.88K 2% 15
2024
Q3 		$3.82M Buy
139,366
+10,202
+8% +$266K 2.16% 15
2024
Q2 		$3.34M Buy
129,164
+2,971
+2% +$75.3K 2.54% 13
2024
Q1 		$3.12M Buy
126,193
+3
+0% +$72 2.49% 14
2023
Q4 		$3.04M Buy
126,190
+1,181
+0.9% +$27K 2.78% 12
2023
Q3 		$2.82M Buy
125,009
+3,425
+3% +$80.8K 3.03% 12
2023
Q2 		$2.85M Buy
121,584
+8,997
+8% +$208K 3.03% 12
2023
Q1 		$2.59M Buy
112,587
+2,744
+2% +$63.2K 3.09% 13
2022
Q4 		$2.41M Buy
+109,843
New +$2.34M 3.1% 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

FMB Wealth Management's DFAE Position: Q2 2026 in Review

FMB Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.92% in Q2 2026, selling an estimated $30.4K and leaving 84,259 shares worth $3.39M. The position accounts for 1.25% of the portfolio, ranked #19.

FMB Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.22M in Q4 2025. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • FMB Wealth Management held 84,259 shares of Dimensional Emerging Core Equity Market ETF worth $3.39M as of Q2 2026.
  • FMB Wealth Management sold 786 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $30.4K.
  • Dimensional Emerging Core Equity Market ETF made up 1.25% of FMB Wealth Management's portfolio in Q2 2026, its #19 holding.
  • FMB Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • FMB Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $5.22M in Q4 2025.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.