Gradient Capital Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Gradient Capital 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 Q3	$2.2M	Sell	56,029 -675	-1%	-$26.3K	0.51%	49
2026 Q2	$2.28M	Sell	56,704 -2,044	-3%	-$79.1K	0.53%	48
2026 Q1	$1.99M	Sell	58,748 -3,475	-6%	-$121K	0.52%	47
2025 Q4	$2.03M	Sell	62,223 -3,400	-5%	-$109K	0.52%	46
2025 Q3	$2.07M	Sell	65,623 -6,120	-9%	-$184K	0.55%	45
2025 Q2	$2.08M	Sell	71,743 -1,222	-2%	-$32.8K	0.61%	42
2025 Q1	$1.89M	Buy	72,965 +4,515	+7%	+$117K	0.62%	40
2024 Q4	$1.74M	Buy	68,450 +3,151	+5%	+$83.4K	0.56%	42
2024 Q3	$1.79M	Buy	65,299 +112	+0.2%	+$2.92K	0.59%	40
2024 Q2	$1.69M	Buy	65,187 +744	+1%	+$18.9K	0.6%	41
2024 Q1	$1.59M	Sell	64,443 -733	-1%	-$17.6K	0.58%	42
2023 Q4	$1.57M	Buy	65,176 +824	+1%	+$18.8K	0.6%	39
2023 Q3	$1.45M	Buy	64,352 +531	+0.8%	+$12.5K	0.61%	38
2023 Q2	$1.5M	Sell	63,821 -317	-0.5%	-$7.33K	0.6%	37
2023 Q1	$1.48M	Sell	64,138 -4,262	-6%	-$98.2K	0.63%	35
2022 Q4	$1.5M	Sell	68,400 -3,486	-5%	-$74.2K	0.68%	37
2022 Q3	$1.44M	Buy	71,886 +618	+0.9%	+$13.9K	0.69%	33
2022 Q2	$1.65M	Buy	71,268 +6,311	+10%	+$155K	0.79%	32
2022 Q1	$1.7M	Sell	64,957 -21,320	-25%	-$572K	0.72%	34
2021 Q4	$2.36M	Buy	86,277 +10,657	+14%	+$293K	0.98%	27
2021 Q3	$2.06M	Buy	75,620 +18,294	+32%	+$516K	0.95%	27
2021 Q2	$1.7M	Buy	57,326 +16,721	+41%	+$485K	0.8%	30
2021 Q1	$1.14M	Buy	+40,605	New	+$1.15M	0.6%	36

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Gradient Capital Advisors's DFAE Position: Q3 2026 in Review

Gradient Capital Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.2% in Q3 2026, selling an estimated $26.3K and leaving 56,029 shares worth $2.2M. The position accounts for 0.51% of the portfolio, ranked #49.

Gradient Capital Advisors first reported a position in DFAE in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.36M in Q4 2021. 220 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Gradient Capital Advisors held 56,029 shares of Dimensional Emerging Core Equity Market ETF worth $2.2M as of Q3 2026.
Gradient Capital Advisors sold 675 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $26.3K.
Dimensional Emerging Core Equity Market ETF made up 0.51% of Gradient Capital Advisors's portfolio in Q3 2026, its #49 holding.
Gradient Capital Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 23 quarters since.
Gradient Capital Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $2.36M in Q4 2021.
220 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.