Howe & Rusling’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Howe & Rusling’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	$18.9K	Sell	558 -96	-15%	-$3.36K	﹤0.01%	408
2025 Q4	$21.3K	Hold	654	–	–	﹤0.01%	404
2025 Q3	$20.6K	Hold	654	–	–	﹤0.01%	393
2025 Q2	$18.9K	Buy	654 +96	+17%	+$2.58K	﹤0.01%	393
2025 Q1	$14.4K	Sell	558 -14	-2%	-$363	﹤0.01%	365
2024 Q4	$14.5K	Buy	572 +14	+3%	+$370	﹤0.01%	355
2024 Q3	$15.3K	Hold	558	–	–	﹤0.01%	348
2024 Q2	$14.4K	Hold	558	–	–	﹤0.01%	323
2024 Q1	$13.8K	Buy	+558	New	+$13.4K	﹤0.01%	331

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 $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Howe & Rusling's DFAE Position: Q1 2026 in Review

Howe & Rusling reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 15% in Q1 2026, selling an estimated $3.36K and leaving 558 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Howe & Rusling first reported a position in DFAE in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.3K in Q4 2025. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Howe & Rusling held 558 shares of Dimensional Emerging Core Equity Market ETF worth $18.9K as of Q1 2026.
Howe & Rusling sold 96 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $3.36K.
Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #408 holding.
Howe & Rusling first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 9 quarters since.
Howe & Rusling's Dimensional Emerging Core Equity Market ETF position peaked at $21.3K in Q4 2025.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.