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Novak & Powell Financial Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Novak & Powell Financial Services’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 		$249K Hold
6,192
– – 0.12% 149
2026
Q1 		$210K Buy
+6,192
New +$216K 0.11% 154
2025
Q1 		– Sell
-14,413
Closed -$397K – 155
2024
Q4 		$397K Buy
+14,413
New +$381K 0.24% 89

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Novak & Powell Financial Services's DFAE Position: Q2 2026 in Review

Novak & Powell Financial Services held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 6,192 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #149.

Novak & Powell Financial Services first reported a position in DFAE in Q4 2024 and has held it in 3 quarters since. The position peaked at $397K in Q4 2024. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Novak & Powell Financial Services held 6,192 shares of Dimensional Emerging Core Equity Market ETF worth $249K as of Q2 2026.
  • Novak & Powell Financial Services left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.12% of Novak & Powell Financial Services's portfolio in Q2 2026, its #149 holding.
  • Novak & Powell Financial Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 3 quarters since.
  • Novak & Powell Financial Services's Dimensional Emerging Core Equity Market ETF position peaked at $397K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.