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

Investmark Advisory Group’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 		$2.46M Buy
61,258
+1,398
+2% +$54.1K 0.94% 36
2026
Q1 		$2.03M Sell
59,860
-1,986
-3% -$69.4K 0.87% 37
2025
Q4 		$2.01M Buy
61,846
+980
+2% +$31.5K 0.86% 38
2025
Q3 		$1.92M Sell
60,866
-772
-1% -$23.3K 0.83% 37
2025
Q2 		$1.78M Sell
61,638
-5,389
-8% -$145K 0.84% 38
2025
Q1 		$1.74M Buy
67,027
+6,124
+10% +$159K 0.86% 34
2024
Q4 		$1.55M Sell
60,903
-511
-0.8% -$13.5K 0.76% 36
2024
Q3 		$1.68M Buy
61,414
+9,823
+19% +$256K 0.82% 34
2024
Q2 		$1.33M Buy
51,591
+1,367
+3% +$34.6K 0.71% 38
2024
Q1 		$1.24M Buy
50,224
+2,829
+6% +$67.8K 0.68% 38
2023
Q4 		$1.14M Buy
47,395
+5,898
+14% +$135K 0.67% 38
2023
Q3 		$937K Buy
41,497
+1,917
+5% +$45.2K 0.63% 40
2023
Q2 		$929K Buy
39,580
+5,307
+15% +$123K 0.62% 38
2023
Q1 		$789K Sell
34,273
-2,168
-6% -$50K 0.58% 36
2022
Q4 		$800K Buy
36,441
+10,559
+41% +$225K 0.59% 40
2022
Q3 		$519K Buy
25,882
+2,484
+11% +$56.1K 0.47% 42
2022
Q2 		$541K Buy
23,398
+6,683
+40% +$164K 0.53% 37
2022
Q1 		$438K Buy
16,715
+8,730
+109% +$234K 0.45% 42
2021
Q4 		$218K Buy
+7,985
New +$219K 0.2% 87

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Investmark Advisory Group's DFAE Position: Q2 2026 in Review

Investmark Advisory Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.3% in Q2 2026, buying an estimated $54.1K and bringing the position to 61,258 shares worth $2.46M. The position accounts for 0.94% of the portfolio, ranked #36.

Investmark Advisory Group first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Investmark Advisory Group held 61,258 shares of Dimensional Emerging Core Equity Market ETF worth $2.46M as of Q2 2026.
  • Investmark Advisory Group bought 1,398 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $54.1K.
  • Dimensional Emerging Core Equity Market ETF made up 0.94% of Investmark Advisory Group's portfolio in Q2 2026, its #36 holding.
  • Investmark Advisory Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.