Grimes & Company’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Grimes & Company’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	$25.9M	Buy	644,554 +47,193	+8%	+$1.83M	0.56%	39
2026 Q1	$20.2M	Buy	597,361 +47,911	+9%	+$1.68M	0.56%	40
2025 Q4	$17.9M	Buy	549,450 +54,570	+11%	+$1.76M	0.43%	48
2025 Q3	$15.6M	Buy	494,880 +65,524	+15%	+$1.97M	0.39%	51
2025 Q2	$12.4M	Buy	429,356 +50,699	+13%	+$1.36M	0.34%	64
2025 Q1	$9.8M	Buy	378,657 +66,599	+21%	+$1.73M	0.3%	76
2024 Q4	$7.92M	Buy	312,058 +56,879	+22%	+$1.5M	0.23%	83
2024 Q3	$6.99M	Buy	255,179 +11,533	+5%	+$301K	0.19%	95
2024 Q2	$6.3M	Buy	243,646 +6,461	+3%	+$164K	0.19%	96
2024 Q1	$5.86M	Buy	+237,185	New	+$5.68M	0.18%	98

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

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Grimes & Company's DFAE Position: Q2 2026 in Review

Grimes & Company increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.9% in Q2 2026, buying an estimated $1.83M and bringing the position to 644,554 shares worth $25.9M. The position accounts for 0.56% of the portfolio, ranked #39.

Grimes & Company first reported a position in DFAE in Q1 2024 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Grimes & Company held 644,554 shares of Dimensional Emerging Core Equity Market ETF worth $25.9M as of Q2 2026.
Grimes & Company bought 47,193 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.83M.
Dimensional Emerging Core Equity Market ETF made up 0.56% of Grimes & Company's portfolio in Q2 2026, its #39 holding.
Grimes & Company first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
359 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.