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

MASECO 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 Q3	$58.4M	Buy	1,485,483 +43,946	+3%	+$1.72M	1.6%	18
2026 Q2	$58M	Buy	1,441,537 +41,743	+3%	+$1.61M	1.63%	18
2026 Q1	$47.4M	Buy	1,399,794 +108,103	+8%	+$3.78M	1.49%	20
2025 Q4	$42.1M	Buy	1,291,691 +73,526	+6%	+$2.37M	1.83%	14
2025 Q3	$38.4M	Buy	1,218,165 +85,177	+8%	+$2.57M	1.86%	14
2025 Q2	$32.8M	Buy	+1,132,988	New	+$30.4M	1.25%	22

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

MASECO Private Wealth's DFAE Position: Q3 2026 in Review

MASECO Private Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3% in Q3 2026, buying an estimated $1.72M and bringing the position to 1,485,483 shares worth $58.4M. The position accounts for 1.6% of the portfolio, ranked #18.

MASECO Private Wealth first reported a position in DFAE in Q2 2025 and has held it in 6 quarters since. 469 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

MASECO Private Wealth held 1,485,483 shares of Dimensional Emerging Core Equity Market ETF worth $58.4M as of Q3 2026.
MASECO Private Wealth bought 43,946 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $1.72M.
Dimensional Emerging Core Equity Market ETF made up 1.6% of MASECO Private Wealth's portfolio in Q3 2026, its #18 holding.
MASECO Private Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
469 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.