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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
Q2 		$246K Hold
6,125
– – 0.04% 285
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DFAE Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 6,125 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #285.

Marshall Financial Group (Maryland) first reported a position in DFAE in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.37M in Q2 2022. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Marshall Financial Group (Maryland) held 6,125 shares of Dimensional Emerging Core Equity Market ETF worth $246K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #285 holding.
  • Marshall Financial Group (Maryland) first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 15 quarters since.
  • Marshall Financial Group (Maryland)'s Dimensional Emerging Core Equity Market ETF position peaked at $1.37M in Q2 2022.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.