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

Meritas 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	$2.04M	Sell	51,983 -724	-1%	-$28.3K	0.74%	18
2026 Q2	$2.12M	Sell	52,707 -638	-1%	-$24.7K	0.83%	19
2026 Q1	$1.81M	Sell	53,345 -293	-0.5%	-$10.2K	0.82%	18
2025 Q4	$1.75M	Sell	53,638 -205	-0.4%	-$6.6K	0.84%	17
2025 Q3	$1.7M	Hold	53,843	–	–	0.84%	18
2025 Q2	$1.56M	Hold	53,843	–	–	0.86%	19
2025 Q1	$1.39M	Hold	53,843	–	–	0.82%	18
2024 Q4	$1.37M	Sell	53,843 -6,408	-11%	-$170K	0.82%	18
2024 Q3	$1.65M	Sell	60,251 -825	-1%	-$21.5K	1.02%	18
2024 Q2	$1.58M	Sell	61,076 -6,411	-9%	-$162K	1.11%	17
2024 Q1	$1.67M	Buy	67,487 +32	+0%	+$767	1.16%	14
2023 Q4	$1.63M	Hold	67,455	–	–	1.22%	15
2023 Q3	$1.52M	Hold	67,455	–	–	1.17%	12
2023 Q2	$1.58M	Hold	67,455	–	–	1.19%	13
2023 Q1	$1.55M	Buy	67,455 +2,784	+4%	+$64.2K	1.22%	12
2022 Q4	$1.42M	Buy	+64,671	New	+$1.38M	1.17%	12

Other funds holding DFAE

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Meritas Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.4% in Q3 2026, selling an estimated $28.3K and leaving 51,983 shares worth $2.04M. The position accounts for 0.74% of the portfolio, ranked #18.

Meritas Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.12M in Q2 2026. 96 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Meritas Wealth Management held 51,983 shares of Dimensional Emerging Core Equity Market ETF worth $2.04M as of Q3 2026.
Meritas Wealth Management sold 724 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $28.3K.
Dimensional Emerging Core Equity Market ETF made up 0.74% of Meritas Wealth Management's portfolio in Q3 2026, its #18 holding.
Meritas Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
Meritas Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $2.12M in Q2 2026.
96 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Meritas Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.