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 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 Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Physician Wealth Advisors's DFAE Position: Q1 2026 in Review

Physician Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.9% in Q1 2026, buying an estimated $1.26M and bringing the position to 779,259 shares worth $26.4M. The position accounts for 3.67% of the portfolio, ranked #6.

Physician Wealth Advisors first reported a position in DFAE in Q1 2022 and has held it in 17 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Physician Wealth Advisors held 779,259 shares of Dimensional Emerging Core Equity Market ETF worth $26.4M as of Q1 2026.
Physician Wealth Advisors bought 36,105 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.26M.
Dimensional Emerging Core Equity Market ETF made up 3.67% of Physician Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Physician Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 17 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.