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DFAE icon

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
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
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 $10.6B AUM 34.1% 1-Year Est. Return

NewEdge Wealth's DFAE Position: Q1 2026 in Review

NewEdge Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 260% in Q1 2026, buying an estimated $2.62M and bringing the position to 103,759 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #292.

NewEdge Wealth first reported a position in DFAE in Q4 2024 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • NewEdge Wealth held 103,759 shares of Dimensional Emerging Core Equity Market ETF worth $3.51M as of Q1 2026.
  • NewEdge Wealth bought 74,977 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $2.62M.
  • Dimensional Emerging Core Equity Market ETF made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #292 holding.
  • NewEdge Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.