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

HB 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	$4.32M	Sell	107,499 -1,515	-1%	-$58.6K	0.02%	302
2026 Q1	$3.69M	Buy	109,014 +5,388	+5%	+$188K	0.02%	307
2025 Q4	$3.38M	Buy	103,626 +18,401	+22%	+$592K	0.02%	321
2025 Q3	$2.69M	Buy	85,225 +34,468	+68%	+$1.04M	0.02%	358
2025 Q2	$1.47M	Buy	50,757 +7,448	+17%	+$200K	0.01%	444
2025 Q1	$1.12M	Buy	+43,309	New	+$1.12M	0.01%	507
2022 Q2	–	Sell	-16,712	Closed	-$439K	–	587
2022 Q1	$439K	Buy	+16,712	New	+$448K	0.01%	370

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 $3.68B AUM 13.84% 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

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

HB Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.4% in Q2 2026, selling an estimated $58.6K and leaving 107,499 shares worth $4.32M. The position accounts for 0.02% of the portfolio, ranked #302.

HB Wealth Management first reported a position in DFAE in Q1 2022 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

HB Wealth Management held 107,499 shares of Dimensional Emerging Core Equity Market ETF worth $4.32M as of Q2 2026.
HB Wealth Management sold 1,515 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $58.6K.
Dimensional Emerging Core Equity Market ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #302 holding.
HB Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 7 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.