Parkshore Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Parkshore Wealth Management’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	$13.9M	Buy	354,326 +102,369	+41%	+$4M	3.54%	7
2026 Q2	$10.1M	Buy	251,957 +6,121	+2%	+$237K	2.91%	11
2026 Q1	$8.32M	Buy	245,836 +47,065	+24%	+$1.65M	2.78%	11
2025 Q4	$6.47M	Buy	198,771 +22,531	+13%	+$725K	2.43%	13
2025 Q3	$5.56M	Buy	176,240 +25,186	+17%	+$759K	2.26%	13
2025 Q2	$4.37M	Buy	151,054 +12,167	+9%	+$327K	2.14%	13
2025 Q1	$3.6M	Buy	138,887 +25,868	+23%	+$671K	2.09%	13
2024 Q4	$2.87M	Buy	+113,019	New	+$2.99M	1.72%	17

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Parkshore Wealth Management's DFAE Position: Q3 2026 in Review

Parkshore Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 41% in Q3 2026, buying an estimated $4M and bringing the position to 354,326 shares worth $13.9M. The position accounts for 3.54% of the portfolio, ranked #7.

Parkshore Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Parkshore Wealth Management held 354,326 shares of Dimensional Emerging Core Equity Market ETF worth $13.9M as of Q3 2026.
Parkshore Wealth Management bought 102,369 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $4M.
Dimensional Emerging Core Equity Market ETF made up 3.54% of Parkshore Wealth Management's portfolio in Q3 2026, its #7 holding.
Parkshore Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
244 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.