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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
Q2 		$19.2M Sell
478,127
-37,231
-7% -$1.44M 5.35% 6
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
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

Freedom Investment Management's DFAE Position: Q2 2026 in Review

Freedom Investment Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.2% in Q2 2026, selling an estimated $1.44M and leaving 478,127 shares worth $19.2M. The position accounts for 5.35% of the portfolio, ranked #6.

Freedom Investment Management first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Freedom Investment Management held 478,127 shares of Dimensional Emerging Core Equity Market ETF worth $19.2M as of Q2 2026.
  • Freedom Investment Management sold 37,231 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.44M.
  • Dimensional Emerging Core Equity Market ETF made up 5.35% of Freedom Investment Management's portfolio in Q2 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 11 quarters since.
  • 714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.