Mosaic Family Wealth Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Mosaic Family Wealth Partners’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	$247K	Sell	7,294 -11	-0.2%	-$385	0.03%	250
2025 Q4	$238K	Sell	7,305 -13	-0.2%	-$418	0.03%	213
2025 Q3	$230K	Hold	7,318	–	–	0.03%	206
2025 Q2	$212K	Buy	+7,318	New	+$196K	0.03%	215

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 $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Mosaic Family Wealth Partners's DFAE Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.15% in Q1 2026, selling an estimated $385 and leaving 7,294 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #250.

Mosaic Family Wealth Partners first reported a position in DFAE in Q2 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Mosaic Family Wealth Partners held 7,294 shares of Dimensional Emerging Core Equity Market ETF worth $247K as of Q1 2026.
Mosaic Family Wealth Partners sold 11 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $385.
Dimensional Emerging Core Equity Market ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #250 holding.
Mosaic Family Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.