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

Private Wealth Asset 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	–	Sell	-12	Closed	-$406	–	941
2026 Q1	$406	Sell	12 -1,593	-99%	-$55.7K	﹤0.01%	903
2025 Q4	$52.3K	Buy	1,605 +1,309	+442%	+$42.1K	0.01%	416
2025 Q3	$9.33K	Hold	296	–	–	﹤0.01%	659
2025 Q2	$8.57K	Hold	296	–	–	﹤0.01%	690
2025 Q1	$7.66K	Buy	+296	New	+$7.68K	﹤0.01%	669

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Private Wealth Asset Management's DFAE Position: Q2 2026 in Review

Private Wealth Asset Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026, closing a stake of 12 shares — an estimated $406 sold.

Private Wealth Asset Management first reported a position in DFAE in Q1 2025 and held it in 5 quarters. The position peaked at $52.3K in Q4 2025. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Private Wealth Asset Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2026 after selling out during the quarter.
Private Wealth Asset Management sold 12 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $406.
Private Wealth Asset Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and held it in 5 quarters.
Private Wealth Asset Management's Dimensional Emerging Core Equity Market ETF position peaked at $52.3K in Q4 2025.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.