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Montag & Associates’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Montag & Associates’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 		$487K Buy
12,100
+75
+0.6% +$2.9K 0.02% 318
2026
Q1 		$407K Buy
12,025
+785
+7% +$27.4K 0.02% 329
2025
Q4 		$366K Buy
+11,240
New +$362K 0.02% 333

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Montag & Associates's DFAE Position: Q2 2026 in Review

Montag & Associates increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.62% in Q2 2026, buying an estimated $2.9K and bringing the position to 12,100 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #318.

Montag & Associates first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Montag & Associates held 12,100 shares of Dimensional Emerging Core Equity Market ETF worth $487K as of Q2 2026.
  • Montag & Associates bought 75 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $2.9K.
  • Dimensional Emerging Core Equity Market ETF made up 0.02% of Montag & Associates's portfolio in Q2 2026, its #318 holding.
  • Montag & Associates first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.