Forum Private Client Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Forum Private Client Group’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	$13.7M	Buy	340,859 +23,806	+8%	+$921K	4.08%	8
2026 Q1	$10.8M	Buy	317,053 +19,443	+7%	+$680K	3.59%	10
2025 Q4	$9.69M	Buy	297,610 +15,659	+6%	+$504K	3.3%	10
2025 Q3	$8.89M	Buy	281,951 +7,238	+3%	+$218K	3.17%	10
2025 Q2	$7.95M	Buy	274,713 +22,699	+9%	+$609K	3.07%	12
2025 Q1	$6.52M	Buy	252,014 +10,603	+4%	+$275K	2.83%	12
2024 Q4	$6.12M	Buy	241,411 +4,578	+2%	+$121K	2.73%	11
2024 Q3	$6.49M	Buy	236,833 +5,985	+3%	+$156K	2.88%	11
2024 Q2	$5.97M	Buy	230,848 +1,549	+0.7%	+$39.3K	2.84%	10
2024 Q1	$5.67M	Buy	229,299 +16,139	+8%	+$387K	2.74%	13
2023 Q4	$5.14M	Buy	+213,160	New	+$4.87M	2.68%	13
2023 Q3	–	Sell	-182,028	Closed	-$4.27M	–	11
2023 Q2	$4.27M	Buy	182,028 +23,253	+15%	+$538K	2.45%	14
2023 Q1	$3.66M	Buy	158,775 +18,774	+13%	+$433K	2.31%	15
2022 Q4	$3.07M	Buy	140,001 +9,896	+8%	+$211K	2.12%	15
2022 Q3	$2.61M	Buy	130,105 +18,162	+16%	+$410K	1.95%	19
2022 Q2	$2.59M	Buy	111,943 +31,240	+39%	+$765K	1.89%	17
2022 Q1	$2.12M	Buy	+80,703	New	+$2.16M	1.64%	19

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Forum Private Client Group's DFAE Position: Q2 2026 in Review

Forum Private Client Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.5% in Q2 2026, buying an estimated $921K and bringing the position to 340,859 shares worth $13.7M. The position accounts for 4.08% of the portfolio, ranked #8.

Forum Private Client Group first reported a position in DFAE in Q1 2022 and has held it in 17 quarters since. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Forum Private Client Group held 340,859 shares of Dimensional Emerging Core Equity Market ETF worth $13.7M as of Q2 2026.
Forum Private Client Group bought 23,806 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $921K.
Dimensional Emerging Core Equity Market ETF made up 4.08% of Forum Private Client Group's portfolio in Q2 2026, its #8 holding.
Forum Private Client Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 17 quarters since.
714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.