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

Lionshead 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 		$252K Sell
7,434
-973
-12% -$34K 0.19% 90
2025
Q4 		$274K Sell
8,407
-459
-5% -$14.8K 0.21% 86
2025
Q3 		$280K Sell
8,866
-305
-3% -$9.19K 0.22% 82
2025
Q2 		$266K Buy
9,171
+569
+7% +$15.3K 0.25% 81
2025
Q1 		$223K Sell
8,602
-7,187
-46% -$187K 0.23% 80
2024
Q4 		$401K Buy
+15,789
New +$418K 0.29% 67

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

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

Lionshead Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 12% in Q1 2026, selling an estimated $34K and leaving 7,434 shares worth $252K. The position accounts for 0.19% of the portfolio, ranked #90.

Lionshead Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. The position peaked at $401K in Q4 2024. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Lionshead Wealth Management held 7,434 shares of Dimensional Emerging Core Equity Market ETF worth $252K as of Q1 2026.
  • Lionshead Wealth Management sold 973 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $34K.
  • Dimensional Emerging Core Equity Market ETF made up 0.19% of Lionshead Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Lionshead Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Lionshead Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $401K in Q4 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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