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Great Point Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Great Point Wealth 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
Q1 		$36.4M Sell
1,073,678
-3,642
-0.3% -$127K 6.71% 4
2025
Q4 		$35.1M Sell
1,077,320
-20,386
-2% -$656K 6.4% 4
2025
Q3 		$34.6M Buy
+1,097,706
New +$33.1M 6.5% 4
2025
Q1 		$28.1M Buy
1,085,740
+8,269
+0.8% +$215K 6.08% 4
2024
Q4 		$27.3M Buy
1,077,471
+30,108
+3% +$797K 5.98% 4
2024
Q3 		$28.7M Buy
1,047,363
+21,863
+2% +$570K 6.13% 4
2024
Q2 		$26.5M Buy
1,025,500
+26,327
+3% +$667K 6.07% 4
2024
Q1 		$24.7M Buy
999,173
+545,374
+120% +$13.1M 5.76% 4
2023
Q4 		$10.9M Buy
453,799
+50,727
+13% +$1.16M 2.85% 13
2023
Q3 		$9.1M Buy
403,072
+13,388
+3% +$316K 2.73% 14
2023
Q2 		$9.14M Buy
389,684
+39,374
+11% +$911K 2.75% 14
2023
Q1 		$8.06M Buy
350,310
+16,011
+5% +$369K 2.56% 15
2022
Q4 		$7.34M Buy
334,299
+2,904
+0.9% +$61.8K 2.46% 15
2022
Q3 		$6.66M Buy
331,395
+66,203
+25% +$1.49M 2.48% 13
2022
Q2 		$6.14M Buy
265,192
+73,969
+39% +$1.81M 2.18% 18
2022
Q1 		$5.02M Buy
+191,223
New +$5.13M 1.56% 17

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

Great Point Wealth Advisors's DFAE Position: Q1 2026 in Review

Great Point Wealth Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.34% in Q1 2026, selling an estimated $127K and leaving 1,073,678 shares worth $36.4M. The position accounts for 6.71% of the portfolio, ranked #4.

Great Point Wealth Advisors first reported a position in DFAE in Q1 2022 and has held it in 16 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Great Point Wealth Advisors held 1,073,678 shares of Dimensional Emerging Core Equity Market ETF worth $36.4M as of Q1 2026.
  • Great Point Wealth Advisors sold 3,642 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $127K.
  • Dimensional Emerging Core Equity Market ETF made up 6.71% of Great Point Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Great Point Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 16 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.