Morling Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Morling Financial 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	$29.6M	Sell	736,803 -32,469	-4%	-$1.26M	8.23%	5
2026 Q1	$26M	Buy	769,272 +10,145	+1%	+$355K	8.01%	5
2025 Q4	$24.7M	Buy	759,127 +23,262	+3%	+$749K	7.77%	6
2025 Q3	$23.2M	Buy	735,865 +8,782	+1%	+$265K	7.67%	6
2025 Q2	$21M	Buy	727,083 +960	+0.1%	+$25.8K	6.88%	7
2025 Q1	$18.8M	Buy	726,123 +56,270	+8%	+$1.46M	6.47%	6
2024 Q4	$17M	Buy	669,853 +51,806	+8%	+$1.37M	5.92%	7
2024 Q3	$16.9M	Buy	618,047 +77,052	+14%	+$2.01M	6.46%	6
2024 Q2	$14M	Buy	540,995 +32,418	+6%	+$822K	6.1%	7
2024 Q1	$12.6M	Buy	508,577 +88,139	+21%	+$2.11M	7.19%	5
2023 Q4	$10.1M	Buy	420,438 +77,677	+23%	+$1.78M	8.18%	3
2023 Q3	$7.74M	Buy	342,761 +46,023	+16%	+$1.09M	7.67%	3
2023 Q2	$6.96M	Buy	296,738 +53,783	+22%	+$1.24M	6.69%	4
2023 Q1	$5.59M	Buy	242,955 +64,506	+36%	+$1.49M	6.03%	6
2022 Q4	$3.92M	Buy	178,449 +75,237	+73%	+$1.6M	5%	7
2022 Q3	$2.07M	Buy	103,212 +52,204	+102%	+$1.18M	2.82%	11
2022 Q2	$1.18M	Buy	+51,008	New	+$1.25M	1.54%	15

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

Morling Financial Advisors's DFAE Position: Q2 2026 in Review

Morling Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.2% in Q2 2026, selling an estimated $1.26M and leaving 736,803 shares worth $29.6M. The position accounts for 8.23% of the portfolio, ranked #5.

Morling Financial Advisors first reported a position in DFAE in Q2 2022 and has held it in 17 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Morling Financial Advisors held 736,803 shares of Dimensional Emerging Core Equity Market ETF worth $29.6M as of Q2 2026.
Morling Financial Advisors sold 32,469 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.26M.
Dimensional Emerging Core Equity Market ETF made up 8.23% of Morling Financial Advisors's portfolio in Q2 2026, its #5 holding.
Morling Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 17 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.