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

Keebeck 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 Q1	$6.14M	Buy	181,208 +113,660	+168%	+$3.97M	0.69%	33
2025 Q4	$2.2M	Buy	67,548 +3,336	+5%	+$107K	0.25%	101
2025 Q3	$2.02M	Hold	64,212	–	–	0.24%	106
2025 Q2	$1.86M	Hold	64,212	–	–	0.24%	103
2025 Q1	$1.66M	Buy	64,212 +600	+0.9%	+$15.6K	0.25%	103
2024 Q4	$1.61M	Hold	63,612	–	–	0.23%	101
2024 Q3	$1.74M	Sell	63,612 -10,860	-15%	-$283K	0.25%	101
2024 Q2	$1.93M	Sell	74,472 -1,025	-1%	-$26K	0.28%	93
2024 Q1	$1.87M	Buy	75,497 +797	+1%	+$19.1K	0.27%	101
2023 Q4	$1.8M	Buy	74,700 +23,744	+47%	+$543K	0.3%	92
2023 Q3	$1.15M	Buy	50,956 +20,466	+67%	+$483K	0.2%	115
2023 Q2	$715K	Buy	30,490 +12,485	+69%	+$289K	0.1%	148
2023 Q1	$414K	Buy	+18,005	New	+$415K	0.07%	174

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 $8.89B AUM 25.87% 1-Year Est. Return

Keebeck Wealth Management's DFAE Position: Q1 2026 in Review

Keebeck Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 168% in Q1 2026, buying an estimated $3.97M and bringing the position to 181,208 shares worth $6.14M. The position accounts for 0.69% of the portfolio, ranked #33.

Keebeck Wealth Management first reported a position in DFAE in Q1 2023 and has held it in 13 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Keebeck Wealth Management held 181,208 shares of Dimensional Emerging Core Equity Market ETF worth $6.14M as of Q1 2026.
Keebeck Wealth Management bought 113,660 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $3.97M.
Dimensional Emerging Core Equity Market ETF made up 0.69% of Keebeck Wealth Management's portfolio in Q1 2026, its #33 holding.
Keebeck Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 13 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.