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Monument Group Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Monument Group Wealth Advisors’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
Q1 		$8.56M Buy
252,834
+4,297
+2% +$150K 4.75% 5
2025
Q4 		$8.09M Buy
248,537
+6,017
+2% +$194K 4.41% 5
2025
Q3 		$7.65M Buy
242,520
+7,291
+3% +$220K 4.5% 5
2025
Q2 		$6.81M Buy
235,229
+5,644
+2% +$151K 4.29% 5
2025
Q1 		$5.94M Buy
229,585
+4,714
+2% +$122K 4.12% 5
2024
Q4 		$5.71M Sell
224,871
-44,102
-16% -$1.17M 4.04% 5
2024
Q3 		$7.37M Buy
268,973
+18,543
+7% +$484K 4.43% 5
2024
Q2 		$6.48M Buy
250,430
+18,039
+8% +$457K 4.36% 5
2024
Q1 		$5.74M Buy
232,391
+28,563
+14% +$685K 4.26% 5
2023
Q4 		$4.91M Buy
+203,828
New +$4.66M 4.19% 5

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return