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Mutual Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Mutual Advisors’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 		$2.16M Buy
63,914
+5,563
+10% +$194K 0.05% 361
2025
Q4 		$1.9M Buy
58,351
+1,412
+2% +$45.4K 0.04% 374
2025
Q3 		$1.84M Buy
56,939
+1,412
+3% +$42.5K 0.04% 381
2025
Q2 		$1.65M Buy
55,527
+3,002
+6% +$80.6K 0.04% 364
2025
Q1 		$1.36M Buy
52,525
+13,304
+34% +$345K 0.04% 368
2024
Q4 		$988K Buy
39,221
+5,595
+17% +$148K 0.03% 480
2024
Q3 		$901K Buy
33,626
+3,324
+11% +$86.7K 0.03% 515
2024
Q2 		$777K Buy
30,302
+1,116
+4% +$28.3K 0.02% 561
2024
Q1 		$721K Sell
29,186
-304,528
-91% -$7.3M 0.02% 583
2023
Q4 		$8.05M Buy
333,714
+289,488
+655% +$6.62M 0.28% 65
2023
Q3 		$998K Sell
44,226
-19,383
-30% -$457K 0.04% 423
2023
Q2 		$1.49M Sell
63,609
-30,385
-32% -$703K 0.06% 328
2023
Q1 		$2.16M Buy
93,994
+65,676
+232% +$1.51M 0.09% 229
2022
Q4 		$622K Buy
28,318
+10,315
+57% +$219K 0.03% 534
2022
Q3 		$362K Buy
18,003
+7,236
+67% +$163K 0.02% 657
2022
Q2 		$249K Sell
10,767
-227
-2% -$5.56K 0.02% 728
2022
Q1 		$288K Buy
+10,994
New +$295K 0.02% 728

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 $8.89B AUM 25.87% 1-Year Est. Return

Mutual Advisors's DFAE Position: Q1 2026 in Review

Mutual Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 9.5% in Q1 2026, buying an estimated $194K and bringing the position to 63,914 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #361.

Mutual Advisors first reported a position in DFAE in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.05M in Q4 2023. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Mutual Advisors held 63,914 shares of Dimensional Emerging Core Equity Market ETF worth $2.16M as of Q1 2026.
  • Mutual Advisors bought 5,563 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $194K.
  • Dimensional Emerging Core Equity Market ETF made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #361 holding.
  • Mutual Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 17 quarters since.
  • Mutual Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $8.05M in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.