Parcion Private Wealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Parcion Private 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 Q3	$957K	Buy	24,335 +4,666	+24%	+$182K	0.05%	195
2026 Q2	$791K	Sell	19,669 -11,645	-37%	-$450K	0.04%	197
2026 Q1	$1.06M	Sell	31,314 -1,453	-4%	-$50.8K	0.07%	151
2025 Q4	$1.07M	Buy	+32,767	New	+$1.05M	0.06%	141
2024 Q4	–	Sell	-10,544	Closed	-$289K	–	244
2024 Q3	$289K	Sell	10,544 -865	-8%	-$22.6K	0.02%	199
2024 Q2	$295K	Buy	11,409 +17	+0.1%	+$431	0.03%	167
2024 Q1	$282K	Sell	11,392 -8,908	-44%	-$214K	0.02%	168
2023 Q4	$489K	Sell	20,300 -27,099	-57%	-$619K	0.04%	138
2023 Q3	$1.07M	Buy	47,399 +868	+2%	+$20.5K	0.11%	101
2023 Q2	$1.09M	Sell	46,531 -4,350	-9%	-$101K	0.11%	100
2023 Q1	$1.17M	Buy	50,881 +640	+1%	+$14.7K	0.12%	100
2022 Q4	$1.1M	Sell	50,241 -2,156,534	-98%	-$45.9M	0.12%	104
2022 Q3	$44.3M	Sell	2,206,775 -51,664	-2%	-$1.17M	4.96%	1
2022 Q2	$51.4M	Buy	+2,258,439	New	+$55.3M	5.07%	2

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Parcion Private Wealth's DFAE Position: Q3 2026 in Review

Parcion Private Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 24% in Q3 2026, buying an estimated $182K and bringing the position to 24,335 shares worth $957K. The position accounts for 0.05% of the portfolio, ranked #195.

Parcion Private Wealth first reported a position in DFAE in Q2 2022 and has held it in 14 quarters since. The position peaked at $51.4M in Q2 2022. 446 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Parcion Private Wealth held 24,335 shares of Dimensional Emerging Core Equity Market ETF worth $957K as of Q3 2026.
Parcion Private Wealth bought 4,666 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $182K.
Dimensional Emerging Core Equity Market ETF made up 0.05% of Parcion Private Wealth's portfolio in Q3 2026, its #195 holding.
Parcion Private Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 14 quarters since.
Parcion Private Wealth's Dimensional Emerging Core Equity Market ETF position peaked at $51.4M in Q2 2022.
446 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.