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Grunden Financial Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Grunden Financial Advisory’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
2025
Q4 		$1.41M Hold
43,218
– – 0.55% 15
2025
Q3 		$1.36M Hold
43,218
– – 0.55% 15
2025
Q2 		$1.25M Buy
+43,218
New +$1.16M 0.55% 15

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Grunden Financial Advisory's DFAE Position: Q4 2025 in Review

Grunden Financial Advisory held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q4 2025 at 43,218 shares worth $1.41M. The position accounts for 0.55% of the portfolio, ranked #15.

Grunden Financial Advisory first reported a position in DFAE in Q2 2025 and has held it in 3 quarters since. 645 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

  • Grunden Financial Advisory held 43,218 shares of Dimensional Emerging Core Equity Market ETF worth $1.41M as of Q4 2025.
  • Grunden Financial Advisory left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q4 2025.
  • Dimensional Emerging Core Equity Market ETF made up 0.55% of Grunden Financial Advisory's portfolio in Q4 2025, its #15 holding.
  • Grunden Financial Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 3 quarters since.
  • 645 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.