Legacy Wealth Management (Idaho)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Legacy Wealth Management (Idaho)’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
2025 Q4	–	Sell	-319	Closed	-$10.1K	–	938
2025 Q3	$10.1K	Buy	+319	New	+$9.61K	﹤0.01%	345
2025 Q2	–	Sell	-181	Closed	-$4.69K	–	776
2025 Q1	$4.69K	Hold	181	–	–	﹤0.01%	430
2024 Q4	$4.69K	Sell	181 -180	-50%	-$4.76K	﹤0.01%	397
2024 Q3	$9.3K	Buy	+361	New	+$9.41K	0.01%	325

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DFAE Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2025, closing a stake of 319 shares — an estimated $10.1K sold.

Legacy Wealth Management (Idaho) first reported a position in DFAE in Q3 2024 and held it in 4 quarters. The position peaked at $10.1K in Q3 2025. 642 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

Legacy Wealth Management (Idaho) reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 319 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $10.1K.
Legacy Wealth Management (Idaho) first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and held it in 4 quarters.
Legacy Wealth Management (Idaho)'s Dimensional Emerging Core Equity Market ETF position peaked at $10.1K in Q3 2025.
642 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.