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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
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
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 $666B 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

Morling Financial Advisors's DFAE Position: Q1 2026 in Review

Morling Financial Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.3% in Q1 2026, buying an estimated $355K and bringing the position to 769,272 shares worth $26M. The position accounts for 8.01% of the portfolio, ranked #5.

Morling Financial Advisors first reported a position in DFAE in Q2 2022 and has held it in 16 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Morling Financial Advisors held 769,272 shares of Dimensional Emerging Core Equity Market ETF worth $26M as of Q1 2026.
  • Morling Financial Advisors bought 10,145 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $355K.
  • Dimensional Emerging Core Equity Market ETF made up 8.01% of Morling Financial Advisors's portfolio in Q1 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 16 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.