IAG Wealth Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

IAG Wealth Partners’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	$5.76M	Buy	146,544 +216	+0.1%	+$8.43K	0.54%	42
2026 Q2	$5.88M	Sell	146,328 -7,405	-5%	-$286K	0.58%	41
2026 Q1	$5.21M	Sell	153,733 -3,536	-2%	-$124K	0.58%	38
2025 Q4	$5.12M	Sell	157,269 -4,655	-3%	-$150K	0.59%	36
2025 Q3	$5.11M	Sell	161,924 -308	-0.2%	-$9.28K	0.61%	35
2025 Q2	$4.7M	Buy	162,232 +5,030	+3%	+$135K	0.62%	34
2025 Q1	$4.07M	Sell	157,202 -1,666	-1%	-$43.2K	0.63%	33
2024 Q4	$4.03M	Buy	+158,868	New	+$4.2M	0.71%	34

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

IAG Wealth Partners's DFAE Position: Q3 2026 in Review

IAG Wealth Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.15% in Q3 2026, buying an estimated $8.43K and bringing the position to 146,544 shares worth $5.76M. The position accounts for 0.54% of the portfolio, ranked #42.

IAG Wealth Partners first reported a position in DFAE in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.88M in Q2 2026. 662 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

IAG Wealth Partners held 146,544 shares of Dimensional Emerging Core Equity Market ETF worth $5.76M as of Q3 2026.
IAG Wealth Partners bought 216 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $8.43K.
Dimensional Emerging Core Equity Market ETF made up 0.54% of IAG Wealth Partners's portfolio in Q3 2026, its #42 holding.
IAG Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
IAG Wealth Partners's Dimensional Emerging Core Equity Market ETF position peaked at $5.88M in Q2 2026.
662 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.