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

IFG Advisory’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	$89.2K	Sell	2,635 -11,596	-81%	-$405K	0.26%	86
2025 Q4	$463K	Sell	14,231 -5,842	-29%	-$188K	0.02%	523
2025 Q3	$633K	Buy	20,073 +209	+1%	+$6.3K	0.03%	444
2025 Q2	$575K	Buy	19,864 +2,271	+13%	+$61K	0.03%	443
2025 Q1	$455K	Sell	17,593 -4,535	-20%	-$118K	0.03%	450
2024 Q4	$561K	Buy	+22,128	New	+$585K	0.03%	395
2024 Q3	–	Sell	-9,418	Closed	-$244K	–	435
2024 Q2	$244K	Buy	+9,418	New	+$239K	0.02%	553

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

IFG Advisory's DFAE Position: Q1 2026 in Review

IFG Advisory reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 81% in Q1 2026, selling an estimated $405K and leaving 2,635 shares worth $89.2K. The position accounts for 0.26% of the portfolio, ranked #86.

IFG Advisory first reported a position in DFAE in Q2 2024 and has held it in 7 quarters since. The position peaked at $633K in Q3 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

IFG Advisory held 2,635 shares of Dimensional Emerging Core Equity Market ETF worth $89.2K as of Q1 2026.
IFG Advisory sold 11,596 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $405K.
Dimensional Emerging Core Equity Market ETF made up 0.26% of IFG Advisory's portfolio in Q1 2026, its #86 holding.
IFG Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 7 quarters since.
IFG Advisory's Dimensional Emerging Core Equity Market ETF position peaked at $633K in Q3 2025.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.