Halbert Hargrove Global Advisors
DFAE icon

Halbert Hargrove Global Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Halbert Hargrove Global 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 		$7.15K Sell
182
-24
-12% -$937 ﹤0.01% 299
2026
Q2 		$8.28K Hold
206
– – ﹤0.01% 319
2026
Q1 		$6.97K Hold
206
– – ﹤0.01% 308
2025
Q4 		$6.71K Buy
+206
New +$6.63K ﹤0.01% 312

Other funds holding DFAE

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Washington Trust Bank
Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Halbert Hargrove Global Advisors's DFAE Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 12% in Q3 2026, selling an estimated $937 and leaving 182 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Halbert Hargrove Global Advisors first reported a position in DFAE in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.28K in Q2 2026. 469 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Halbert Hargrove Global Advisors held 182 shares of Dimensional Emerging Core Equity Market ETF worth $7.15K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 24 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $937.
  • Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #299 holding.
  • Halbert Hargrove Global Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 4 quarters since.
  • Halbert Hargrove Global Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $8.28K in Q2 2026.
  • 469 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.