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

Grand 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 Q2	–	Sell	-1,590	Closed	-$53.8K	–	52
2026 Q1	$53.8K	Hold	1,590	–	–	0.03%	58
2025 Q4	$51.8K	Hold	1,590	–	–	0.02%	53
2025 Q3	$50.1K	Hold	1,590	–	–	0.02%	52
2025 Q2	$46K	Buy	+1,590	New	+$42.7K	0.02%	53
2023 Q3	–	Sell	-238	Closed	-$5.58K	–	70
2023 Q2	$5.58K	Hold	238	–	–	﹤0.01%	68
2023 Q1	$5.48K	Hold	238	–	–	﹤0.01%	55
2022 Q4	$5.22K	Sell	238 -1,298	-85%	-$27.6K	﹤0.01%	56
2022 Q3	$31K	Sell	1,536 -1,336	-47%	-$30.1K	0.02%	49
2022 Q2	$67K	Buy	+2,872	New	+$70.3K	0.03%	46

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

Grand Wealth Management's DFAE Position: Q2 2026 in Review

Grand Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026, closing a stake of 1,590 shares — an estimated $53.8K sold.

Grand Wealth Management first reported a position in DFAE in Q2 2022 and held it in 9 quarters. The position peaked at $67K in Q2 2022. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Grand Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 1,590 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $53.8K.
Grand Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and held it in 9 quarters.
Grand Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $67K in Q2 2022.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.