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

HMV Wealth 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	$656K	Sell	16,677 -755	-4%	-$29.5K	0.25%	52
2026 Q2	$701K	Hold	17,432	–	–	0.27%	48
2026 Q1	$590K	Buy	17,432 +1,467	+9%	+$51.3K	0.28%	44
2025 Q4	$520K	Hold	15,965	–	–	0.26%	50
2025 Q3	$503K	Hold	15,965	–	–	0.28%	51
2025 Q2	$462K	Buy	+15,965	New	+$428K	0.3%	52

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

HMV Wealth Advisors's DFAE Position: Q3 2026 in Review

HMV Wealth Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.3% in Q3 2026, selling an estimated $29.5K and leaving 16,677 shares worth $656K. The position accounts for 0.25% of the portfolio, ranked #52.

HMV Wealth Advisors first reported a position in DFAE in Q2 2025 and has held it in 6 quarters since. The position peaked at $701K in Q2 2026. 662 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

HMV Wealth Advisors held 16,677 shares of Dimensional Emerging Core Equity Market ETF worth $656K as of Q3 2026.
HMV Wealth Advisors sold 755 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $29.5K.
Dimensional Emerging Core Equity Market ETF made up 0.25% of HMV Wealth Advisors's portfolio in Q3 2026, its #52 holding.
HMV Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
HMV Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $701K in Q2 2026.
662 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.