NewEdge Wealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

NewEdge Wealth’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	$4.91M	Buy	122,030 +18,271	+18%	+$707K	0.05%	243
2026 Q1	$3.51M	Buy	103,759 +74,977	+260%	+$2.62M	0.04%	292
2025 Q4	$937K	Buy	28,782 +4,456	+18%	+$143K	0.01%	653
2025 Q3	$792K	Buy	24,326 +12,936	+114%	+$390K	0.01%	622
2025 Q2	$339K	Buy	+11,390	New	+$306K	0.01%	800
2025 Q1	–	Sell	-11,692	Closed	-$297K	–	945
2024 Q4	$297K	Buy	+11,692	New	+$309K	0.01%	771

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 $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NewEdge Wealth's DFAE Position: Q2 2026 in Review

NewEdge Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 18% in Q2 2026, buying an estimated $707K and bringing the position to 122,030 shares worth $4.91M. The position accounts for 0.05% of the portfolio, ranked #243.

NewEdge Wealth first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

NewEdge Wealth held 122,030 shares of Dimensional Emerging Core Equity Market ETF worth $4.91M as of Q2 2026.
NewEdge Wealth bought 18,271 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $707K.
Dimensional Emerging Core Equity Market ETF made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #243 holding.
NewEdge Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.