Montgomery Financial Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Montgomery Financial Services’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	$18.7K	Buy	+465	New	+$18K	0.02%	127

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Montgomery Financial Services's DFAE Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 465 shares worth $18.7K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings.

692 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Montgomery Financial Services held 465 shares of Dimensional Emerging Core Equity Market ETF worth $18.7K as of Q2 2026.
Dimensional Emerging Core Equity Market ETF was a new Montgomery Financial Services position in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #127 holding.
692 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.