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

Forteris 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 		$2.5M Buy
62,284
+4,641
+8% +$180K 2.05% 17
2026
Q1 		$1.95M Buy
57,643
+1,520
+3% +$53.1K 1.87% 19
2025
Q4 		$1.83M Buy
+56,123
New +$1.81M 1.8% 20

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
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
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Forteris Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 8.1% in Q2 2026, buying an estimated $180K and bringing the position to 62,284 shares worth $2.5M. The position accounts for 2.05% of the portfolio, ranked #17.

Forteris Wealth Management first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Forteris Wealth Management held 62,284 shares of Dimensional Emerging Core Equity Market ETF worth $2.5M as of Q2 2026.
  • Forteris Wealth Management bought 4,641 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $180K.
  • Dimensional Emerging Core Equity Market ETF made up 2.05% of Forteris Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Forteris Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.