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

Perigon 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
Q2 		$33.7M Buy
837,660
+20,596
+3% +$797K 0.53% 37
2026
Q1 		$27.7M Buy
817,064
+34,226
+4% +$1.2M 0.5% 39
2025
Q4 		$25.5M Sell
782,838
-5,282
-0.7% -$170K 0.46% 45
2025
Q3 		$24.8M Buy
788,120
+33,438
+4% +$1.01M 0.51% 39
2025
Q2 		$21.8M Buy
754,682
+14,271
+2% +$383K 0.51% 35
2025
Q1 		$19.2M Buy
740,411
+48,794
+7% +$1.27M 0.49% 41
2024
Q4 		$17.4M Buy
691,617
+75,297
+12% +$1.99M 0.43% 43
2024
Q3 		$16.9M Buy
616,320
+37,673
+7% +$982K 0.45% 44
2024
Q2 		$15M Buy
578,647
+35,703
+7% +$905K 0.43% 47
2024
Q1 		$13.4M Buy
542,944
+111,066
+26% +$2.66M 0.41% 50
2023
Q4 		$10.4M Buy
431,878
+124,757
+41% +$2.85M 0.34% 66
2023
Q3 		$6.93M Buy
307,121
+52,772
+21% +$1.24M 0.28% 81
2023
Q2 		$5.97M Buy
254,349
+38,252
+18% +$885K 0.23% 104
2023
Q1 		$4.97M Buy
216,097
+28,863
+15% +$665K 0.28% 83
2022
Q4 		$4.11M Buy
187,234
+118,967
+174% +$2.53M 0.25% 92
2022
Q3 		$1.37M Buy
68,267
+1,337
+2% +$30.2K 0.12% 165
2022
Q2 		$1.55M Buy
66,930
+8,078
+14% +$198K 0.13% 152
2022
Q1 		$1.54M Sell
58,852
-4,876
-8% -$131K 0.11% 164
2021
Q4 		$1.74M Buy
63,728
+9,302
+17% +$255K 0.12% 143
2021
Q3 		$1.48M Buy
54,426
+13,345
+32% +$377K 0.13% 146
2021
Q2 		$1.22M Buy
41,081
+21,602
+111% +$627K 0.11% 169
2021
Q1 		$547K Buy
+19,479
New +$554K 0.06% 274

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Perigon Wealth Management's DFAE Position: Q2 2026 in Review

Perigon Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.5% in Q2 2026, buying an estimated $797K and bringing the position to 837,660 shares worth $33.7M. The position accounts for 0.53% of the portfolio, ranked #37.

Perigon Wealth Management first reported a position in DFAE in Q1 2021 and has held it in 22 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Perigon Wealth Management held 837,660 shares of Dimensional Emerging Core Equity Market ETF worth $33.7M as of Q2 2026.
  • Perigon Wealth Management bought 20,596 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $797K.
  • Dimensional Emerging Core Equity Market ETF made up 0.53% of Perigon Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Perigon Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.