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 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

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 $8.89B AUM 25.87% 1-Year Est. Return

Parkshore Wealth Management's DFAE Position: Q1 2026 in Review

Parkshore Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 24% in Q1 2026, buying an estimated $1.65M and bringing the position to 245,836 shares worth $8.32M. The position accounts for 2.78% of the portfolio, ranked #11.

Parkshore Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Parkshore Wealth Management held 245,836 shares of Dimensional Emerging Core Equity Market ETF worth $8.32M as of Q1 2026.
Parkshore Wealth Management bought 47,065 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.65M.
Dimensional Emerging Core Equity Market ETF made up 2.78% of Parkshore Wealth Management's portfolio in Q1 2026, its #11 holding.
Parkshore Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.