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Helium Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Helium 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 		$1.81M Buy
53,598
+34,316
+178% +$1.2M 1.73% 14
2025
Q4 		$628K Buy
19,282
+2,745
+17% +$88.3K 0.64% 39
2025
Q3 		$521K Sell
16,537
-3,424
-17% -$103K 0.44% 45
2025
Q2 		$578K Buy
19,961
+6,122
+44% +$164K 0.37% 49
2025
Q1 		$358K Buy
13,839
+1,920
+16% +$49.8K 0.26% 58
2024
Q4 		$302K Buy
+11,919
New +$315K 0.24% 66

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 $10.6B AUM 34.1% 1-Year Est. Return

Helium Advisors's DFAE Position: Q1 2026 in Review

Helium Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 178% in Q1 2026, buying an estimated $1.2M and bringing the position to 53,598 shares worth $1.81M. The position accounts for 1.73% of the portfolio, ranked #14.

Helium Advisors first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Helium Advisors held 53,598 shares of Dimensional Emerging Core Equity Market ETF worth $1.81M as of Q1 2026.
  • Helium Advisors bought 34,316 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.2M.
  • Dimensional Emerging Core Equity Market ETF made up 1.73% of Helium Advisors's portfolio in Q1 2026, its #14 holding.
  • Helium Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.