HM Payson & Co’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

HM Payson & Co’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	$304K	Hold	7,571	–	–	﹤0.01%	380
2026 Q1	$256K	Hold	7,571	–	–	﹤0.01%	394
2025 Q4	$247K	Hold	7,571	–	–	﹤0.01%	388
2025 Q3	$239K	Hold	7,571	–	–	﹤0.01%	399
2025 Q2	$219K	Hold	7,571	–	–	﹤0.01%	400
2025 Q1	$196K	Hold	7,571	–	–	﹤0.01%	416
2024 Q4	$192K	Buy	7,571 +1,342	+22%	+$35.5K	﹤0.01%	432
2024 Q3	$171K	Buy	+6,229	New	+$162K	﹤0.01%	444

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

HM Payson & Co's DFAE Position: Q2 2026 in Review

HM Payson & Co held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 7,571 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

HM Payson & Co first reported a position in DFAE in Q3 2024 and has held it in 8 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

HM Payson & Co held 7,571 shares of Dimensional Emerging Core Equity Market ETF worth $304K as of Q2 2026.
HM Payson & Co left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #380 holding.
HM Payson & Co first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and has held it in 8 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.