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Morris Financial Concepts’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Morris Financial Concepts’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 		$3.21M Buy
79,816
+6,256
+9% +$242K 0.98% 20
2026
Q1 		$2.49M Buy
73,560
+16,182
+28% +$566K 0.85% 23
2025
Q4 		$1.87M Buy
57,378
+6,281
+12% +$202K 0.65% 27
2025
Q3 		$1.61M Buy
51,097
+6,287
+14% +$189K 0.58% 33
2025
Q2 		$1.3M Buy
44,810
+13,295
+42% +$357K 0.52% 36
2025
Q1 		$816K Buy
31,515
+16,016
+103% +$416K 0.34% 49
2024
Q4 		$393K Buy
15,499
+8,536
+123% +$226K 0.17% 76
2024
Q3 		$191K Sell
6,963
-33
-0.5% -$860 0.08% 124
2024
Q2 		$181K Buy
6,996
+1,222
+21% +$31K 0.09% 104
2024
Q1 		$143K Buy
5,774
+847
+17% +$20.3K 0.07% 104
2023
Q4 		$119K Buy
4,927
+1
+0% +$23 0.07% 104
2023
Q3 		$111K Buy
4,926
+1,088
+28% +$25.7K 0.07% 93
2023
Q2 		$90K Sell
3,838
-25
-0.6% -$578 0.06% 96
2023
Q1 		$88.9K Buy
3,863
+446
+13% +$10.3K 0.06% 95
2022
Q4 		$75K Buy
+3,417
New +$72.7K 0.06% 91
2022
Q3 		– Sell
-835
Closed -$19K – 119
2022
Q2 		$19K Buy
835
+632
+311% +$15.5K 0.02% 95
2022
Q1 		$5K Buy
203
+107
+111% +$2.87K ﹤0.01% 104
2021
Q4 		$3K Buy
+96
New +$2.64K ﹤0.01% 98

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morris Financial Concepts's DFAE Position: Q2 2026 in Review

Morris Financial Concepts increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 8.5% in Q2 2026, buying an estimated $242K and bringing the position to 79,816 shares worth $3.21M. The position accounts for 0.98% of the portfolio, ranked #20.

Morris Financial Concepts first reported a position in DFAE in Q4 2021 and has held it in 18 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Morris Financial Concepts held 79,816 shares of Dimensional Emerging Core Equity Market ETF worth $3.21M as of Q2 2026.
  • Morris Financial Concepts bought 6,256 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $242K.
  • Dimensional Emerging Core Equity Market ETF made up 0.98% of Morris Financial Concepts's portfolio in Q2 2026, its #20 holding.
  • Morris Financial Concepts first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.