Oak Harbor Wealth Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-88,330	Closed	-$2.99M	–	239
2026 Q1	$2.99M	Buy	88,330 +3,568	+4%	+$125K	0.7%	36
2025 Q4	$2.76M	Buy	84,762 +2,242	+3%	+$72.2K	0.66%	35
2025 Q3	$2.6M	Buy	82,520 +6,363	+8%	+$192K	0.64%	37
2025 Q2	$2.2M	Buy	76,157 +2,269	+3%	+$60.9K	0.6%	41
2025 Q1	$1.91M	Buy	73,888 +5,201	+8%	+$135K	0.55%	44
2024 Q4	$1.74M	Buy	68,687 +548	+0.8%	+$14.5K	0.51%	52
2024 Q3	$1.87M	Buy	+68,139	New	+$1.78M	0.53%	50

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

Oak Harbor Wealth Partners's DFAE Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026, closing a stake of 88,330 shares — an estimated $2.99M sold.

Oak Harbor Wealth Partners first reported a position in DFAE in Q3 2024 and held it in 7 quarters. The position peaked at $2.99M in Q1 2026. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 88,330 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $2.99M.
Oak Harbor Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and held it in 7 quarters.
Oak Harbor Wealth Partners's Dimensional Emerging Core Equity Market ETF position peaked at $2.99M in Q1 2026.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.