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 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

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

IAG Wealth Partners's DFAE Position: Q2 2026 in Review

IAG Wealth Partners reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.8% in Q2 2026, selling an estimated $286K and leaving 146,328 shares worth $5.88M. The position accounts for 0.58% of the portfolio, ranked #41.

IAG Wealth Partners first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

IAG Wealth Partners held 146,328 shares of Dimensional Emerging Core Equity Market ETF worth $5.88M as of Q2 2026.
IAG Wealth Partners sold 7,405 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $286K.
Dimensional Emerging Core Equity Market ETF made up 0.58% of IAG Wealth Partners's portfolio in Q2 2026, its #41 holding.
IAG Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.