MFC
DFAE icon

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
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 $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 $10.6B AUM 34.1% 1-Year Est. Return

Morris Financial Concepts's DFAE Position: Q1 2026 in Review

Morris Financial Concepts increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 28% in Q1 2026, buying an estimated $566K and bringing the position to 73,560 shares worth $2.49M. The position accounts for 0.85% of the portfolio, ranked #23.

Morris Financial Concepts first reported a position in DFAE in Q4 2021 and has held it in 17 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Morris Financial Concepts held 73,560 shares of Dimensional Emerging Core Equity Market ETF worth $2.49M as of Q1 2026.
  • Morris Financial Concepts bought 16,182 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $566K.
  • Dimensional Emerging Core Equity Market ETF made up 0.85% of Morris Financial Concepts's portfolio in Q1 2026, its #23 holding.
  • Morris Financial Concepts first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.