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Morton Capital Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Morton Capital Management’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 		$899K Buy
22,362
+111
+0.5% +$4.29K 0.12% 54
2026
Q1 		$753K Sell
22,251
-1,857
-8% -$64.9K 0.11% 57
2025
Q4 		$785K Sell
24,108
-1,548
-6% -$49.8K 0.12% 51
2025
Q3 		$809K Sell
25,656
-4,048
-14% -$122K 0.13% 50
2025
Q2 		$860K Sell
29,704
-2,808
-9% -$75.4K 0.15% 49
2025
Q1 		$842K Sell
32,512
-2,443
-7% -$63.4K 0.16% 48
2024
Q4 		$887K Sell
34,955
-1,186
-3% -$31.4K 0.17% 51
2024
Q3 		$991K Sell
36,141
-1,396
-4% -$36.4K 0.2% 44
2024
Q2 		$971K Sell
37,537
-1,231
-3% -$31.2K 0.23% 39
2024
Q1 		$958K Sell
38,768
-4,643
-11% -$111K 0.26% 38
2023
Q4 		$1.05M Sell
43,411
-6,410
-13% -$147K 0.31% 30
2023
Q3 		$1.12M Sell
49,821
-2,976
-6% -$70.2K 0.4% 26
2023
Q2 		$1.24M Buy
52,797
+2,503
+5% +$57.9K 0.42% 23
2023
Q1 		$1.16M Sell
50,294
-6,613
-12% -$152K 0.41% 25
2022
Q4 		$1.25M Buy
+56,907
New +$1.21M 0.49% 23
2022
Q1 		– Sell
-25,797
Closed -$706K – 84
2021
Q4 		$706K Buy
+25,797
New +$708K 0.29% 38

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Morton Capital Management's DFAE Position: Q2 2026 in Review

Morton Capital Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.5% in Q2 2026, buying an estimated $4.29K and bringing the position to 22,362 shares worth $899K. The position accounts for 0.12% of the portfolio, ranked #54.

Morton Capital Management first reported a position in DFAE in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.25M in Q4 2022. 232 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Morton Capital Management held 22,362 shares of Dimensional Emerging Core Equity Market ETF worth $899K as of Q2 2026.
  • Morton Capital Management bought 111 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $4.29K.
  • Dimensional Emerging Core Equity Market ETF made up 0.12% of Morton Capital Management's portfolio in Q2 2026, its #54 holding.
  • Morton Capital Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Morton Capital Management's Dimensional Emerging Core Equity Market ETF position peaked at $1.25M in Q4 2022.
  • 232 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.