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 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 $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

Linscomb Wealth's DFAE Position: Q1 2026 in Review

Linscomb Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.4% in Q1 2026, buying an estimated $170K and bringing the position to 146,488 shares worth $4.96M. The position accounts for 0.22% of the portfolio, ranked #92.

Linscomb Wealth first reported a position in DFAE in Q1 2024 and has held it in 9 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Linscomb Wealth held 146,488 shares of Dimensional Emerging Core Equity Market ETF worth $4.96M as of Q1 2026.
Linscomb Wealth bought 4,854 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $170K.
Dimensional Emerging Core Equity Market ETF made up 0.22% of Linscomb Wealth's portfolio in Q1 2026, its #92 holding.
Linscomb Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 9 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.