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

Johnson 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 Q2	$3.16M	Sell	78,470 -9,022	-10%	-$349K	1.34%	14
2026 Q1	$2.96M	Sell	87,492 -2,090	-2%	-$73.1K	1.43%	14
2025 Q4	$2.92M	Sell	89,582 -323	-0.4%	-$10.4K	1.45%	13
2025 Q3	$2.83M	Buy	+89,905	New	+$2.71M	1.56%	13

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 $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Johnson Wealth Management's DFAE Position: Q2 2026 in Review

Johnson Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 10% in Q2 2026, selling an estimated $349K and leaving 78,470 shares worth $3.16M. The position accounts for 1.34% of the portfolio, ranked #14.

Johnson Wealth Management first reported a position in DFAE in Q3 2025 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Johnson Wealth Management held 78,470 shares of Dimensional Emerging Core Equity Market ETF worth $3.16M as of Q2 2026.
Johnson Wealth Management sold 9,022 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $349K.
Dimensional Emerging Core Equity Market ETF made up 1.34% of Johnson Wealth Management's portfolio in Q2 2026, its #14 holding.
Johnson Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Johnson Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.