Mustard Seed Financial’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Mustard Seed Financial’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	$3M	Buy	88,613 +1,669	+2%	+$58.4K	1.8%	15
2025 Q4	$2.83M	Buy	86,944 +6,266	+8%	+$202K	1.78%	14
2025 Q3	$2.54M	Buy	80,678 +3,599	+5%	+$108K	1.64%	14
2025 Q2	$2.23M	Buy	77,079 +7,696	+11%	+$207K	1.61%	14
2025 Q1	$1.8M	Buy	69,383 +2,204	+3%	+$57.2K	1.45%	19
2024 Q4	$1.7M	Buy	67,179 +7,409	+12%	+$196K	1.38%	19
2024 Q3	$1.64M	Buy	59,770 +11,278	+23%	+$294K	1.36%	19
2024 Q2	$1.25M	Buy	48,492 +7,492	+18%	+$190K	1.2%	22
2024 Q1	$1.01M	Buy	41,000 +21,199	+107%	+$508K	1.01%	24
2023 Q4	$477K	Buy	+19,801	New	+$453K	0.54%	42

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

Mustard Seed Financial's DFAE Position: Q1 2026 in Review

Mustard Seed Financial increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.9% in Q1 2026, buying an estimated $58.4K and bringing the position to 88,613 shares worth $3M. The position accounts for 1.8% of the portfolio, ranked #15.

Mustard Seed Financial first reported a position in DFAE in Q4 2023 and has held it in 10 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Mustard Seed Financial held 88,613 shares of Dimensional Emerging Core Equity Market ETF worth $3M as of Q1 2026.
Mustard Seed Financial bought 1,669 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $58.4K.
Dimensional Emerging Core Equity Market ETF made up 1.8% of Mustard Seed Financial's portfolio in Q1 2026, its #15 holding.
Mustard Seed Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 10 quarters since.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.