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 Q2	$2.31M	Buy	57,337 +3,739	+7%	+$145K	1.92%	13
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 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 $3.76B AUM 21.29% 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

Helium Advisors's DFAE Position: Q2 2026 in Review

Helium Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7% in Q2 2026, buying an estimated $145K and bringing the position to 57,337 shares worth $2.31M. The position accounts for 1.92% of the portfolio, ranked #13.

Helium Advisors first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Helium Advisors held 57,337 shares of Dimensional Emerging Core Equity Market ETF worth $2.31M as of Q2 2026.
Helium Advisors bought 3,739 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $145K.
Dimensional Emerging Core Equity Market ETF made up 1.92% of Helium Advisors's portfolio in Q2 2026, its #13 holding.
Helium Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.