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 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

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

M Wealth Management LLC's DFAE Position: Q2 2026 in Review

M Wealth Management LLC increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.2% in Q2 2026, buying an estimated $89.2K and bringing the position to 57,241 shares worth $2.3M. 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 7 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

M Wealth Management LLC held 57,241 shares of Dimensional Emerging Core Equity Market ETF worth $2.3M as of Q2 2026.
M Wealth Management LLC bought 2,305 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $89.2K.
Dimensional Emerging Core Equity Market ETF made up 1.81% of M Wealth Management LLC's portfolio in Q2 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 7 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.