Freedom Investment Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Freedom Investment 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 Q1	$17.5M	Sell	515,358 -26,937	-5%	-$942K	5.18%	6
2025 Q4	$17.7M	Sell	542,295 -60,222	-10%	-$1.94M	5.14%	6
2025 Q3	$19M	Sell	602,517 -22,393	-4%	-$675K	5.02%	6
2025 Q2	$18.1M	Sell	624,910 -57,162	-8%	-$1.53M	1.44%	10
2025 Q1	$17.7M	Sell	682,072 -5,006	-0.7%	-$130K	1.48%	12
2024 Q4	$17.4M	Buy	687,078 +3,969	+0.6%	+$105K	1.45%	11
2024 Q3	$18.7M	Buy	683,109 +23,088	+3%	+$602K	1.49%	11
2024 Q2	$17.1M	Sell	660,021 -1,485	-0.2%	-$37.6K	1.4%	11
2024 Q1	$16.4M	Sell	661,506 -5,852	-0.9%	-$140K	1.31%	11
2023 Q4	$16.1M	Buy	+667,358	New	+$15.3M	1.31%	11

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Freedom Investment Management's DFAE Position: Q1 2026 in Review

Freedom Investment Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5% in Q1 2026, selling an estimated $942K and leaving 515,358 shares worth $17.5M. The position accounts for 5.18% of the portfolio, ranked #6.

Freedom Investment Management first reported a position in DFAE in Q4 2023 and has held it in 10 quarters since. The position peaked at $19M in Q3 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Freedom Investment Management held 515,358 shares of Dimensional Emerging Core Equity Market ETF worth $17.5M as of Q1 2026.
Freedom Investment Management sold 26,937 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $942K.
Dimensional Emerging Core Equity Market ETF made up 5.18% of Freedom Investment Management's portfolio in Q1 2026, its #6 holding.
Freedom Investment Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's Dimensional Emerging Core Equity Market ETF position peaked at $19M in Q3 2025.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.