MCWS
DFAE icon

McKinley Carter Wealth Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

McKinley Carter Wealth Services’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 		$92.5M Buy
2,299,652
+120,580
+6% +$4.66M 4.77% 5
2026
Q1 		$73.8M Buy
2,179,072
+1,655,721
+316% +$57.9M 4.25% 5
2025
Q4 		$17M Buy
+523,351
New +$16.8M 0.95% 27

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

McKinley Carter Wealth Services's DFAE Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.5% in Q2 2026, buying an estimated $4.66M and bringing the position to 2,299,652 shares worth $92.5M. The position accounts for 4.77% of the portfolio, ranked #5.

McKinley Carter Wealth Services first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • McKinley Carter Wealth Services held 2,299,652 shares of Dimensional Emerging Core Equity Market ETF worth $92.5M as of Q2 2026.
  • McKinley Carter Wealth Services bought 120,580 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $4.66M.
  • Dimensional Emerging Core Equity Market ETF made up 4.77% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #5 holding.
  • McKinley Carter Wealth Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.