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 Q2	–	Sell	-36,494	Closed	-$1.24M	–	662
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 +231	+1%	+$6.11K	0.08%	274
2024 Q3	$430K	Buy	15,695 +1	+0%	+$26	0.07%	274
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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Golden State Equity Partners's DFAE Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026, closing a stake of 36,494 shares — an estimated $1.24M sold.

Golden State Equity Partners first reported a position in DFAE in Q2 2023 and held it in 11 quarters. The position peaked at $1.24M in Q1 2026. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Golden State Equity Partners reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 36,494 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.24M.
Golden State Equity Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and held it in 11 quarters.
Golden State Equity Partners's Dimensional Emerging Core Equity Market ETF position peaked at $1.24M in Q1 2026.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.