Mitchell McLeod Pugh & Williams’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Mitchell McLeod Pugh & Williams’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	$2.06M	Buy	51,230 +23,823	+87%	+$921K	0.25%	81
2026 Q1	$928K	Buy	+27,407	New	+$958K	0.14%	133

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's DFAE Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 87% in Q2 2026, buying an estimated $921K and bringing the position to 51,230 shares worth $2.06M. The position accounts for 0.25% of the portfolio, ranked #81.

Mitchell McLeod Pugh & Williams first reported a position in DFAE in Q1 2026 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Mitchell McLeod Pugh & Williams held 51,230 shares of Dimensional Emerging Core Equity Market ETF worth $2.06M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 23,823 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $921K.
Dimensional Emerging Core Equity Market ETF made up 0.25% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #81 holding.
Mitchell McLeod Pugh & Williams first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.