JDH Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

JDH Wealth Management’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 Q3	$1.73M	Sell	43,884 -1,142	-3%	-$44.6K	1.04%	20
2026 Q2	$1.81M	Sell	45,026 -5,137	-10%	-$199K	1.1%	19
2026 Q1	$1.7M	Hold	50,163	–	–	1.15%	18
2025 Q4	$1.63M	Hold	50,163	–	–	1.12%	20
2025 Q3	$1.58M	Sell	50,163 -934	-2%	-$28.1K	1.12%	19
2025 Q2	$1.48M	Buy	+51,097	New	+$1.37M	1.13%	21

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

JDH Wealth Management's DFAE Position: Q3 2026 in Review

JDH Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.5% in Q3 2026, selling an estimated $44.6K and leaving 43,884 shares worth $1.73M. The position accounts for 1.04% of the portfolio, ranked #20.

JDH Wealth Management first reported a position in DFAE in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.81M in Q2 2026. 662 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

JDH Wealth Management held 43,884 shares of Dimensional Emerging Core Equity Market ETF worth $1.73M as of Q3 2026.
JDH Wealth Management sold 1,142 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $44.6K.
Dimensional Emerging Core Equity Market ETF made up 1.04% of JDH Wealth Management's portfolio in Q3 2026, its #20 holding.
JDH Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
JDH Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $1.81M in Q2 2026.
662 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.