Raymond James Financial
DFAE icon

Raymond James Financial’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Raymond James Financial’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 		$20.4M Buy
601,957
+101,206
+20% +$3.54M 0.01% 1458
2025
Q4 		$16.3M Buy
500,751
+25,051
+5% +$806K 0.01% 1583
2025
Q3 		$15M Buy
475,700
+27,290
+6% +$822K ﹤0.01% 1621
2025
Q2 		$13M Sell
448,410
-81,227
-15% -$2.18M ﹤0.01% 1679
2025
Q1 		$13.7M Sell
529,637
-310,949
-37% -$8.07M 0.01% 1568
2024
Q4 		$21.3M Buy
+840,586
New +$22.2M 0.01% 1258

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 $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 $2.57B AUM 21.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Raymond James Financial's DFAE Position: Q1 2026 in Review

Raymond James Financial increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 20% in Q1 2026, buying an estimated $3.54M and bringing the position to 601,957 shares worth $20.4M. The position accounts for 0.01% of the portfolio, ranked #1458.

Raymond James Financial first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.3M in Q4 2024. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Raymond James Financial held 601,957 shares of Dimensional Emerging Core Equity Market ETF worth $20.4M as of Q1 2026.
  • Raymond James Financial bought 101,206 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $3.54M.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1458 holding.
  • Raymond James Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Dimensional Emerging Core Equity Market ETF position peaked at $21.3M in Q4 2024.
  • 669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.