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 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 $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Oak Harbor Wealth Partners's DFAE Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.2% in Q1 2026, buying an estimated $125K and bringing the position to 88,330 shares worth $2.99M. The position accounts for 0.7% of the portfolio, ranked #36.

Oak Harbor Wealth Partners first reported a position in DFAE in Q3 2024 and has held it in 7 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Oak Harbor Wealth Partners held 88,330 shares of Dimensional Emerging Core Equity Market ETF worth $2.99M as of Q1 2026.
Oak Harbor Wealth Partners bought 3,568 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $125K.
Dimensional Emerging Core Equity Market ETF made up 0.7% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #36 holding.
Oak Harbor Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and has held it in 7 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.