Garrison Point Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Garrison Point Advisors’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	$907K	Buy	26,782 +7,054	+36%	+$247K	0.41%	69
2025 Q4	$643K	Buy	19,728 +2,634	+15%	+$84.8K	0.28%	90
2025 Q3	$539K	Buy	17,094 +1,960	+13%	+$59K	0.23%	101
2025 Q2	$438K	Buy	15,134 +3,058	+25%	+$82.1K	0.2%	105
2025 Q1	$313K	Buy	12,076 +3,281	+37%	+$85.2K	0.15%	127
2024 Q4	$223K	Buy	8,795 +515	+6%	+$13.6K	0.11%	151
2024 Q3	$227K	Buy	8,280 +375	+5%	+$9.78K	0.14%	137
2024 Q2	$205K	Buy	+7,905	New	+$200K	0.14%	140
2023 Q4	–	Sell	-9,129	Closed	-$206K	–	147
2023 Q3	$206K	Sell	9,129 -475	-5%	-$11.2K	0.16%	140
2023 Q2	$225K	Sell	9,604 -140	-1%	-$3.24K	0.16%	142
2023 Q1	$224K	Buy	+9,744	New	+$225K	0.17%	140
2022 Q3	–	Sell	-9,109	Closed	-$211K	–	139
2022 Q2	$211K	Sell	9,109 -13	-0.1%	-$318	0.18%	140
2022 Q1	$239K	Buy	9,122 +1,054	+13%	+$28.3K	0.17%	139
2021 Q4	$221K	Buy	+8,068	New	+$222K	0.15%	146

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

Garrison Point Advisors's DFAE Position: Q1 2026 in Review

Garrison Point Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 36% in Q1 2026, buying an estimated $247K and bringing the position to 26,782 shares worth $907K. The position accounts for 0.41% of the portfolio, ranked #69.

Garrison Point Advisors first reported a position in DFAE in Q4 2021 and has held it in 14 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Garrison Point Advisors held 26,782 shares of Dimensional Emerging Core Equity Market ETF worth $907K as of Q1 2026.
Garrison Point Advisors bought 7,054 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $247K.
Dimensional Emerging Core Equity Market ETF made up 0.41% of Garrison Point Advisors's portfolio in Q1 2026, its #69 holding.
Garrison Point Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 14 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.