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

Parkworth 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
2025
Q2 		$191K Sell
6,581
-2,170
-25% -$58.2K 0.14% 61
2025
Q1 		$227K Buy
8,751
+3,302
+61% +$85.7K 0.18% 51
2024
Q4 		$138K Buy
+5,449
New +$144K 0.12% 63

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Parkworth Wealth Management's DFAE Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 25% in Q2 2025, selling an estimated $58.2K and leaving 6,581 shares worth $191K. The position accounts for 0.14% of the portfolio, ranked #61.

Parkworth Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 3 quarters since. The position peaked at $227K in Q1 2025. 554 funds tracked by Wall St. Rank hold DFAE as of Q2 2025.

  • Parkworth Wealth Management held 6,581 shares of Dimensional Emerging Core Equity Market ETF worth $191K as of Q2 2025.
  • Parkworth Wealth Management sold 2,170 Dimensional Emerging Core Equity Market ETF shares in Q2 2025, an estimated $58.2K.
  • Dimensional Emerging Core Equity Market ETF made up 0.14% of Parkworth Wealth Management's portfolio in Q2 2025, its #61 holding.
  • Parkworth Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $227K in Q1 2025.
  • 554 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.