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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
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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
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

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

Perigon Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.4% in Q1 2026, buying an estimated $1.2M and bringing the position to 817,064 shares worth $27.7M. The position accounts for 0.5% of the portfolio, ranked #39.

Perigon Wealth Management first reported a position in DFAE in Q1 2021 and has held it in 21 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Perigon Wealth Management held 817,064 shares of Dimensional Emerging Core Equity Market ETF worth $27.7M as of Q1 2026.
  • Perigon Wealth Management bought 34,226 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.2M.
  • Dimensional Emerging Core Equity Market ETF made up 0.5% of Perigon Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Perigon Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 21 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.