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

IFG 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
Q1 		$382K Sell
11,289
-514
-4% -$18K 0.06% 110
2025
Q4 		$384K Sell
11,803
-90
-0.8% -$2.9K 0.06% 104
2025
Q3 		$375K Sell
11,893
-2,590
-18% -$78K 0.06% 106
2025
Q2 		$419K Sell
14,483
-7
-0% -$188 0.07% 99
2025
Q1 		$375K Sell
14,490
-972
-6% -$25.2K 0.07% 104
2024
Q4 		$392K Buy
15,462
+153
+1% +$4.05K 0.08% 101
2024
Q3 		$420K Sell
15,309
-2,051
-12% -$53.5K 0.09% 89
2024
Q2 		$449K Sell
17,360
-456
-3% -$11.6K 0.11% 81
2024
Q1 		$440K Buy
17,816
+63
+0.4% +$1.51K 0.11% 79
2023
Q4 		$428K Sell
17,753
-1,112
-6% -$25.4K 0.13% 74
2023
Q3 		$426K Sell
18,865
-2,868
-13% -$67.6K 0.15% 72
2023
Q2 		$510K Buy
21,733
+2,149
+11% +$49.7K 0.18% 64
2023
Q1 		$451K Buy
19,584
+7,451
+61% +$172K 0.18% 64
2022
Q4 		$266K Buy
+12,133
New +$258K 0.12% 95

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
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 $8.89B AUM 25.87% 1-Year Est. Return