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Golden State Equity Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Golden State Equity Partners’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 		$1.24M Buy
36,494
+3,825
+12% +$134K 0.09% 247
2025
Q4 		$1.06M Buy
32,669
+16,647
+104% +$536K 0.17% 136
2025
Q3 		$505K Buy
16,022
+95
+0.6% +$2.86K 0.09% 255
2025
Q2 		$461K Buy
15,927
+1
+0% +$27 0.09% 258
2025
Q1 		$412K Hold
15,926
– – 0.08% 280
2024
Q4 		$404K Buy
+15,926
New +$421K 0.08% 274
2024
Q3 		– Sell
-15,694
Closed -$406K – 831
2024
Q2 		$406K Buy
+15,694
New +$398K 0.08% 262
2023
Q4 		$376K Buy
15,594
+354
+2% +$8.09K 0.09% 233
2023
Q3 		$344K Buy
15,240
+193
+1% +$4.55K 0.1% 227
2023
Q2 		$353K Buy
+15,047
New +$348K 0.1% 233

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Golden State Equity Partners's DFAE Position: Q1 2026 in Review

Golden State Equity Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 12% in Q1 2026, buying an estimated $134K and bringing the position to 36,494 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #247.

Golden State Equity Partners first reported a position in DFAE in Q2 2023 and has held it in 10 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Golden State Equity Partners held 36,494 shares of Dimensional Emerging Core Equity Market ETF worth $1.24M as of Q1 2026.
  • Golden State Equity Partners bought 3,825 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $134K.
  • Dimensional Emerging Core Equity Market ETF made up 0.09% of Golden State Equity Partners's portfolio in Q1 2026, its #247 holding.
  • Golden State Equity Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and has held it in 10 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.