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L.J. Altfest & Co’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

L.J. Altfest & Co’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 		$309K Buy
9,129
+2,430
+36% +$85K 0.03% 266
2025
Q4 		$218K Buy
+6,699
New +$216K 0.02% 315

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

L.J. Altfest & Co's DFAE Position: Q1 2026 in Review

L.J. Altfest & Co increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 36% in Q1 2026, buying an estimated $85K and bringing the position to 9,129 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #266.

L.J. Altfest & Co first reported a position in DFAE in Q4 2025 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • L.J. Altfest & Co held 9,129 shares of Dimensional Emerging Core Equity Market ETF worth $309K as of Q1 2026.
  • L.J. Altfest & Co bought 2,430 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $85K.
  • Dimensional Emerging Core Equity Market ETF made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #266 holding.
  • L.J. Altfest & Co first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.