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Patriot Financial Group Insurance Agency’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$1.2M Sell
29,835
-26,617
-47% -$1.03M 0.12% 192
2026
Q1 		$1.91M Buy
56,452
+28,127
+99% +$983K 0.11% 215
2025
Q4 		$923K Hold
28,325
– – 0.11% 217
2025
Q3 		$893K Buy
28,325
+2,978
+12% +$89.7K 0.11% 209
2025
Q2 		$734K Buy
25,347
+1,233
+5% +$33.1K 0.08% 256
2025
Q1 		$624K Sell
24,114
-95
-0.4% -$2.47K 0.08% 254
2024
Q4 		$614K Sell
24,209
-69
-0.3% -$1.83K 0.08% 252
2024
Q3 		$665K Sell
24,278
-13
-0.1% -$339 0.09% 243
2024
Q2 		$628K Sell
24,291
-59
-0.2% -$1.5K 0.09% 236
2024
Q1 		$602K Buy
24,350
+705
+3% +$16.9K 0.1% 234
2023
Q4 		$570K Sell
23,645
-13,531
-36% -$309K 0.11% 219
2023
Q3 		$839K Sell
37,176
-26,119
-41% -$616K 0.17% 154
2023
Q2 		$1.48M Buy
+63,295
New +$1.46M 0.28% 82
2022
Q4 		– Sell
-10,565
Closed -$212K – 435
2022
Q3 		$212K Sell
10,565
-881
-8% -$19.9K 0.05% 357
2022
Q2 		$265K Buy
11,446
+2,530
+28% +$61.9K 0.05% 330
2022
Q1 		$234K Buy
8,916
+1,428
+19% +$38.3K 0.04% 387
2021
Q4 		$205K Buy
7,488
+328
+5% +$9.01K 0.03% 437
2021
Q3 		$195K Buy
+7,160
New +$202K 0.03% 456

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFAE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 47% in Q2 2026, selling an estimated $1.03M and leaving 29,835 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #192.

Patriot Financial Group Insurance Agency first reported a position in DFAE in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.91M in Q1 2026. 496 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 29,835 shares of Dimensional Emerging Core Equity Market ETF worth $1.2M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 26,617 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional Emerging Core Equity Market ETF made up 0.12% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #192 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2021 and has held it in 18 quarters since.
  • Patriot Financial Group Insurance Agency's Dimensional Emerging Core Equity Market ETF position peaked at $1.91M in Q1 2026.
  • 496 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.