&Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

&Partners’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	$264K	Buy	+8,565	New	+$299K	﹤0.01%	2073

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 $10.6B AUM 34.1% 1-Year Est. Return

&Partners's DFAE Position: Q1 2026 in Review

&Partners opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026: 8,565 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #2073 among its holdings.

668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

&Partners held 8,565 shares of Dimensional Emerging Core Equity Market ETF worth $264K as of Q1 2026.
Dimensional Emerging Core Equity Market ETF was a new &Partners position in Q1 2026.
Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2073 holding.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.