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

Rialto 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
Q1 		$145K Buy
4,283
+13
+0.3% +$454 0.03% 179
2025
Q4 		$139K Buy
4,270
+2,936
+220% +$94.5K 0.03% 180
2025
Q3 		$42.1K Hold
1,334
– – 0.01% 283
2025
Q2 		$38.6K Hold
1,334
– – 0.01% 287
2025
Q1 		$34.5K Sell
1,334
-4,779
-78% -$124K 0.01% 285
2024
Q4 		$155K Buy
+6,113
New +$162K 0.05% 164

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Rialto Wealth Management's DFAE Position: Q1 2026 in Review

Rialto Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.3% in Q1 2026, buying an estimated $454 and bringing the position to 4,283 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #179.

Rialto Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. The position peaked at $155K in Q4 2024. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Rialto Wealth Management held 4,283 shares of Dimensional Emerging Core Equity Market ETF worth $145K as of Q1 2026.
  • Rialto Wealth Management bought 13 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $454.
  • Dimensional Emerging Core Equity Market ETF made up 0.03% of Rialto Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Rialto Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $155K in Q4 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.