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

Oak Wealth Advisors’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 Q3	$2.56M	Hold	65,125	–	–	1.15%	16
2026 Q2	$2.62M	Sell	65,125 -454	-0.7%	-$17.6K	1.26%	14
2026 Q1	$2.22M	Hold	65,579	–	–	1.22%	14
2025 Q4	$2.14M	Sell	65,579 -3,694	-5%	-$119K	1.23%	14
2025 Q3	$2.18M	Sell	69,273 -68	-0.1%	-$2.05K	1.27%	13
2025 Q2	$2.01M	Buy	69,341 +22,755	+49%	+$611K	1.29%	13
2025 Q1	$1.21M	Buy	46,586 +1,227	+3%	+$31.8K	0.89%	15
2024 Q4	$1.15M	Buy	+45,359	New	+$1.2M	0.89%	15

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Oak Wealth Advisors's DFAE Position: Q3 2026 in Review

Oak Wealth Advisors held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q3 2026 at 65,125 shares worth $2.56M. The position accounts for 1.15% of the portfolio, ranked #16.

Oak Wealth Advisors first reported a position in DFAE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q2 2026. 662 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Oak Wealth Advisors held 65,125 shares of Dimensional Emerging Core Equity Market ETF worth $2.56M as of Q3 2026.
Oak Wealth Advisors left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q3 2026.
Dimensional Emerging Core Equity Market ETF made up 1.15% of Oak Wealth Advisors's portfolio in Q3 2026, its #16 holding.
Oak Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
Oak Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $2.62M in Q2 2026.
662 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.