Marshall Financial Group (Maryland)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Marshall Financial Group (Maryland)’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	$207K	Buy	+6,125	New	+$214K	0.03%	284
2025 Q1	–	Sell	-8,628	Closed	-$219K	–	237
2024 Q4	$219K	Sell	8,628 -1,047	-11%	-$27.7K	0.05%	208
2024 Q3	$265K	Sell	9,675 -612	-6%	-$16K	0.06%	190
2024 Q2	$266K	Sell	10,287 -3,868	-27%	-$98K	0.07%	149
2024 Q1	$350K	Sell	14,155 -9,670	-41%	-$232K	0.1%	138
2023 Q4	$574K	Sell	23,825 -7,841	-25%	-$179K	0.19%	125
2023 Q3	$715K	Sell	31,666 -3,340	-10%	-$78.7K	0.26%	101
2023 Q2	$821K	Sell	35,006 -22,783	-39%	-$527K	0.28%	92
2023 Q1	$1.33M	Sell	57,789 -1,900	-3%	-$43.8K	0.48%	55
2022 Q4	$1.31M	Sell	59,689 -487	-0.8%	-$10.4K	0.51%	60
2022 Q3	$1.21M	Buy	60,176 +1,187	+2%	+$26.8K	0.51%	54
2022 Q2	$1.37M	Buy	58,989 +11,544	+24%	+$283K	0.55%	53
2022 Q1	$1.25M	Buy	47,445 +8,465	+22%	+$227K	0.51%	65
2021 Q4	$1.07M	Buy	+38,980	New	+$1.07M	0.39%	89

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

Marshall Financial Group (Maryland)'s DFAE Position: Q1 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026: 6,125 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #284 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in DFAE as recently as Q4 2024.

Marshall Financial Group (Maryland) first reported a position in DFAE in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.37M in Q2 2022. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Marshall Financial Group (Maryland) held 6,125 shares of Dimensional Emerging Core Equity Market ETF worth $207K as of Q1 2026.
Dimensional Emerging Core Equity Market ETF was a new Marshall Financial Group (Maryland) position in Q1 2026.
Dimensional Emerging Core Equity Market ETF made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #284 holding.
Marshall Financial Group (Maryland) first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 14 quarters since.
Marshall Financial Group (Maryland)'s Dimensional Emerging Core Equity Market ETF position peaked at $1.37M in Q2 2022.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.