MFG
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Merit Financial Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Merit Financial Group’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 		$663K Buy
16,482
+17
+0.1% +$658 ﹤0.01% 1325
2026
Q1 		$558K Buy
16,465
+3,789
+30% +$132K ﹤0.01% 1314
2025
Q4 		$413K Sell
12,676
-1,630
-11% -$52.5K ﹤0.01% 1402
2025
Q3 		$451K Buy
14,306
+2,106
+17% +$63.4K ﹤0.01% 1237
2025
Q2 		$353K Buy
+12,200
New +$327K ﹤0.01% 1253

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Merit Financial Group's DFAE Position: Q2 2026 in Review

Merit Financial Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.1% in Q2 2026, buying an estimated $658 and bringing the position to 16,482 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Merit Financial Group first reported a position in DFAE in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Merit Financial Group held 16,482 shares of Dimensional Emerging Core Equity Market ETF worth $663K as of Q2 2026.
  • Merit Financial Group bought 17 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $658.
  • Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1325 holding.
  • Merit Financial Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.