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 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 $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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

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

IAG Wealth Partners's DFAE Position: Q1 2026 in Review

IAG Wealth Partners reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.2% in Q1 2026, selling an estimated $124K and leaving 153,733 shares worth $5.21M. The position accounts for 0.58% of the portfolio, ranked #38.

IAG Wealth Partners first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

IAG Wealth Partners held 153,733 shares of Dimensional Emerging Core Equity Market ETF worth $5.21M as of Q1 2026.
IAG Wealth Partners sold 3,536 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $124K.
Dimensional Emerging Core Equity Market ETF made up 0.58% of IAG Wealth Partners's portfolio in Q1 2026, its #38 holding.
IAG Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.