Midwest Trust’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Midwest Trust’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	$844K	Hold	21,470	–	–	0.01%	387
2026 Q2	$863K	Hold	21,470	–	–	0.01%	372
2026 Q1	$727K	Hold	21,470	–	–	0.01%	380
2025 Q4	$699K	Hold	21,470	–	–	0.01%	383
2025 Q3	$677K	Buy	21,470 +167	+0.8%	+$5.03K	0.01%	388
2025 Q2	$617K	Buy	+21,303	New	+$572K	0.01%	395

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Midwest Trust's DFAE Position: Q3 2026 in Review

Midwest Trust held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q3 2026 at 21,470 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #387.

Midwest Trust first reported a position in DFAE in Q2 2025 and has held it in 6 quarters since. The position peaked at $863K in Q2 2026. 304 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Midwest Trust held 21,470 shares of Dimensional Emerging Core Equity Market ETF worth $844K as of Q3 2026.
Midwest Trust left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q3 2026.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #387 holding.
Midwest Trust first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Dimensional Emerging Core Equity Market ETF position peaked at $863K in Q2 2026.
304 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.