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 Q3	$35.4M	Buy	899,498 +61,838	+7%	+$2.41M	0.54%	33
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Perigon Wealth Management's DFAE Position: Q3 2026 in Review

Perigon Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.4% in Q3 2026, buying an estimated $2.41M and bringing the position to 899,498 shares worth $35.4M. The position accounts for 0.54% of the portfolio, ranked #33.

Perigon Wealth Management first reported a position in DFAE in Q1 2021 and has held it in 23 quarters since. 492 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Perigon Wealth Management held 899,498 shares of Dimensional Emerging Core Equity Market ETF worth $35.4M as of Q3 2026.
Perigon Wealth Management bought 61,838 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $2.41M.
Dimensional Emerging Core Equity Market ETF made up 0.54% of Perigon Wealth Management's portfolio in Q3 2026, its #33 holding.
Perigon Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 23 quarters since.
492 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.