M Wealth Management LLC
DFAE icon

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

M Wealth Management LLC’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
Q3 		$2.35M Buy
59,662
+2,421
+4% +$94.5K 1.81% 11
2026
Q2 		$2.3M Buy
57,241
+2,305
+4% +$89.2K 1.81% 11
2026
Q1 		$1.86M Buy
54,936
+446
+0.8% +$15.6K 1.57% 13
2025
Q4 		$1.77M Sell
54,490
-1,201
-2% -$38.6K 1.54% 13
2025
Q3 		$1.76M Sell
55,691
-571
-1% -$17.2K 1.54% 13
2025
Q2 		$1.63M Sell
56,262
-2,073
-4% -$55.6K 1.5% 15
2025
Q1 		$1.51M Sell
58,335
-3,516
-6% -$91.3K 1.41% 14
2024
Q4 		$1.57M Buy
+61,851
New +$1.64M 1.43% 13

Other funds holding DFAE

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Washington Trust Bank
Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 1-Year Est. Return

M Wealth Management LLC's DFAE Position: Q3 2026 in Review

M Wealth Management LLC increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.2% in Q3 2026, buying an estimated $94.5K and bringing the position to 59,662 shares worth $2.35M. The position accounts for 1.81% of the portfolio, ranked #11.

M Wealth Management LLC first reported a position in DFAE in Q4 2024 and has held it in 8 quarters since. 529 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • M Wealth Management LLC held 59,662 shares of Dimensional Emerging Core Equity Market ETF worth $2.35M as of Q3 2026.
  • M Wealth Management LLC bought 2,421 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $94.5K.
  • Dimensional Emerging Core Equity Market ETF made up 1.81% of M Wealth Management LLC's portfolio in Q3 2026, its #11 holding.
  • M Wealth Management LLC first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 529 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.