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 Q2	$9.96M	Sell	139,822 -113,012	-45%	-$4.37M	4.78%	5
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 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

Monument Group Wealth Advisors's DFAE Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 45% in Q2 2026, selling an estimated $4.37M and leaving 139,822 shares worth $9.96M. The position accounts for 4.78% of the portfolio, ranked #5.

Monument Group Wealth Advisors first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Monument Group Wealth Advisors held 139,822 shares of Dimensional Emerging Core Equity Market ETF worth $9.96M as of Q2 2026.
Monument Group Wealth Advisors sold 113,012 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $4.37M.
Dimensional Emerging Core Equity Market ETF made up 4.78% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Monument Group Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.