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

Linscomb Wealth’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	$5.78M	Sell	143,684 -2,804	-2%	-$108K	0.25%	84
2026 Q1	$4.96M	Buy	146,488 +4,854	+3%	+$170K	0.22%	92
2025 Q4	$4.61M	Buy	141,634 +5,711	+4%	+$184K	0.19%	106
2025 Q3	$4.29M	Buy	135,923 +25,412	+23%	+$766K	0.18%	111
2025 Q2	$3.2M	Buy	110,511 +5,249	+5%	+$141K	0.15%	124
2025 Q1	$2.73M	Buy	105,262 +12,914	+14%	+$335K	0.14%	124
2024 Q4	$2.34M	Buy	92,348 +11,069	+14%	+$293K	0.12%	137
2024 Q3	$2.23M	Buy	81,279 +7,903	+11%	+$206K	0.11%	137
2024 Q2	$1.9M	Buy	73,376 +6,057	+9%	+$154K	0.1%	135
2024 Q1	$1.66M	Buy	+67,319	New	+$1.61M	0.09%	139

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

Linscomb Wealth's DFAE Position: Q2 2026 in Review

Linscomb Wealth reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.9% in Q2 2026, selling an estimated $108K and leaving 143,684 shares worth $5.78M. The position accounts for 0.25% of the portfolio, ranked #84.

Linscomb Wealth first reported a position in DFAE in Q1 2024 and has held it in 10 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Linscomb Wealth held 143,684 shares of Dimensional Emerging Core Equity Market ETF worth $5.78M as of Q2 2026.
Linscomb Wealth sold 2,804 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $108K.
Dimensional Emerging Core Equity Market ETF made up 0.25% of Linscomb Wealth's portfolio in Q2 2026, its #84 holding.
Linscomb Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.