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Live Oak Private Wealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Live Oak Private 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 		$2.28M Buy
67,291
+13,697
+26% +$479K 0.32% 72
2025
Q4 		$1.75M Buy
53,594
+7,886
+17% +$254K 0.24% 84
2025
Q3 		$1.44M Buy
45,708
+11,474
+34% +$346K 0.2% 89
2025
Q2 		$991K Buy
34,234
+25,489
+291% +$684K 0.15% 101
2025
Q1 		$226K Buy
+8,745
New +$227K 0.04% 169

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 $8.89B AUM 25.87% 1-Year Est. Return

Live Oak Private Wealth's DFAE Position: Q1 2026 in Review

Live Oak Private Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 26% in Q1 2026, buying an estimated $479K and bringing the position to 67,291 shares worth $2.28M. The position accounts for 0.32% of the portfolio, ranked #72.

Live Oak Private Wealth first reported a position in DFAE in Q1 2025 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Live Oak Private Wealth held 67,291 shares of Dimensional Emerging Core Equity Market ETF worth $2.28M as of Q1 2026.
  • Live Oak Private Wealth bought 13,697 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $479K.
  • Dimensional Emerging Core Equity Market ETF made up 0.32% of Live Oak Private Wealth's portfolio in Q1 2026, its #72 holding.
  • Live Oak Private Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.