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 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Meritas Wealth Management's DFAE Position: Q2 2026 in Review

Meritas Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.2% in Q2 2026, selling an estimated $24.7K and leaving 52,707 shares worth $2.12M. The position accounts for 0.83% of the portfolio, ranked #19.

Meritas Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 376 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Meritas Wealth Management held 52,707 shares of Dimensional Emerging Core Equity Market ETF worth $2.12M as of Q2 2026.
Meritas Wealth Management sold 638 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $24.7K.
Dimensional Emerging Core Equity Market ETF made up 0.83% of Meritas Wealth Management's portfolio in Q2 2026, its #19 holding.
Meritas Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
376 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.