MBE Wealth Management
DFAE icon

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

MBE Wealth Management’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 		$1.11M Buy
28,319
+2,443
+9% +$95.4K 0.39% 41
2026
Q2 		$1.04M Buy
+25,876
New +$1M 0.37% 44

Other funds holding DFAE

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

MBE Wealth Management's DFAE Position: Q3 2026 in Review

MBE Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 9.4% in Q3 2026, buying an estimated $95.4K and bringing the position to 28,319 shares worth $1.11M. The position accounts for 0.39% of the portfolio, ranked #41.

MBE Wealth Management first reported a position in DFAE in Q2 2026 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • MBE Wealth Management held 28,319 shares of Dimensional Emerging Core Equity Market ETF worth $1.11M as of Q3 2026.
  • MBE Wealth Management bought 2,443 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $95.4K.
  • Dimensional Emerging Core Equity Market ETF made up 0.39% of MBE Wealth Management's portfolio in Q3 2026, its #41 holding.
  • MBE Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.