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Physician Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Physician Wealth Advisors’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 		$25.8M Sell
640,767
-138,492
-18% -$5.36M 3.08% 8
2026
Q1 		$26.4M Buy
779,259
+36,105
+5% +$1.26M 3.67% 6
2025
Q4 		$24.2M Buy
743,154
+159,061
+27% +$5.12M 3.37% 8
2025
Q3 		$18.4M Buy
584,093
+131,718
+29% +$3.97M 2.62% 12
2025
Q2 		$13.1M Sell
452,375
-4,649
-1% -$125K 2.06% 13
2025
Q1 		$11.8M Sell
457,024
-14,899
-3% -$387K 2.04% 12
2024
Q4 		$12M Buy
471,923
+8,440
+2% +$223K 2.02% 12
2024
Q3 		$12.5M Sell
463,483
-5,710
-1% -$149K 2.25% 12
2024
Q2 		$12.6M Buy
469,193
+14,626
+3% +$371K 2.32% 11
2024
Q1 		$10.9M Buy
454,567
+10,505
+2% +$252K 2.3% 11
2023
Q4 		$10.2M Buy
444,062
+26,474
+6% +$605K 2.28% 10
2023
Q3 		$9.32M Buy
417,588
+14,378
+4% +$339K 2.4% 11
2023
Q2 		$9.56M Buy
403,210
+5,782
+1% +$134K 2.37% 11
2023
Q1 		$9.18M Buy
397,428
+115,473
+41% +$2.66M 2.41% 11
2022
Q4 		$6.8M Buy
281,955
+81,903
+41% +$1.74M 1.84% 15
2022
Q3 		$4.21M Buy
200,052
+48,892
+32% +$1.1M 1.29% 18
2022
Q2 		$3.46M Buy
151,160
+23,547
+18% +$577K 1% 24
2022
Q1 		$3.22M Buy
+127,613
New +$3.42M 0.86% 26

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

Physician Wealth Advisors's DFAE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 18% in Q2 2026, selling an estimated $5.36M and leaving 640,767 shares worth $25.8M. The position accounts for 3.08% of the portfolio, ranked #8.

Physician Wealth Advisors first reported a position in DFAE in Q1 2022 and has held it in 18 quarters since. The position peaked at $26.4M in Q1 2026. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Physician Wealth Advisors held 640,767 shares of Dimensional Emerging Core Equity Market ETF worth $25.8M as of Q2 2026.
  • Physician Wealth Advisors sold 138,492 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $5.36M.
  • Dimensional Emerging Core Equity Market ETF made up 3.08% of Physician Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Physician Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Physician Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $26.4M in Q1 2026.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.