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

Gilpin 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
Q3 		$115K Buy
2,928
+373
+15% +$14.6K 0.08% 179
2026
Q2 		$103K Buy
2,555
+1,655
+184% +$64K 0.07% 182
2026
Q1 		$30.5K Buy
900
+200
+29% +$6.99K 0.02% 223
2025
Q4 		$22.8K Buy
+700
New +$22.5K 0.02% 227

Other funds holding DFAE

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's DFAE Position: Q3 2026 in Review

Gilpin Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 15% in Q3 2026, buying an estimated $14.6K and bringing the position to 2,928 shares worth $115K. The position accounts for 0.08% of the portfolio, ranked #179.

Gilpin Wealth Management first reported a position in DFAE in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Gilpin Wealth Management held 2,928 shares of Dimensional Emerging Core Equity Market ETF worth $115K as of Q3 2026.
  • Gilpin Wealth Management bought 373 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $14.6K.
  • Dimensional Emerging Core Equity Market ETF made up 0.08% of Gilpin Wealth Management's portfolio in Q3 2026, its #179 holding.
  • Gilpin Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.