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Root Financial Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Root Financial Partners’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 		$124M Sell
3,080,099
-149,293
-5% -$5.77M 4.81% 7
2026
Q1 		$109M Buy
3,229,392
+194,902
+6% +$6.81M 5.06% 7
2025
Q4 		$98.8M Buy
3,034,490
+295,273
+11% +$9.5M 5.05% 5
2025
Q3 		$86.4M Buy
2,739,217
+768,150
+39% +$23.1M 5.32% 5
2025
Q2 		$57.1M Sell
1,971,067
-107,689
-5% -$2.89M 5.51% 5
2025
Q1 		$53.8M Buy
2,078,756
+257,941
+14% +$6.7M 5.74% 4
2024
Q4 		$46.2M Buy
1,820,815
+351,669
+24% +$9.3M 5.73% 4
2024
Q3 		$40.3M Buy
1,469,146
+355,742
+32% +$9.28M 6.44% 4
2024
Q2 		$28.8M Buy
1,113,404
+221,204
+25% +$5.61M 6.74% 4
2024
Q1 		$22.1M Buy
892,200
+143,010
+19% +$3.43M 6.54% 6
2023
Q4 		$18.1M Buy
749,190
+155,866
+26% +$3.56M 6.79% 5
2023
Q3 		$13.4M Buy
593,324
+89,512
+18% +$2.11M 7.09% 5
2023
Q2 		$11.8M Buy
503,812
+84,160
+20% +$1.95M 7.04% 5
2023
Q1 		$9.66M Buy
+419,652
New +$9.67M 6.89% 5

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
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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Root Financial Partners's DFAE Position: Q2 2026 in Review

Root Financial Partners reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.6% in Q2 2026, selling an estimated $5.77M and leaving 3,080,099 shares worth $124M. The position accounts for 4.81% of the portfolio, ranked #7.

Root Financial Partners first reported a position in DFAE in Q1 2023 and has held it in 14 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Root Financial Partners held 3,080,099 shares of Dimensional Emerging Core Equity Market ETF worth $124M as of Q2 2026.
  • Root Financial Partners sold 149,293 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $5.77M.
  • Dimensional Emerging Core Equity Market ETF made up 4.81% of Root Financial Partners's portfolio in Q2 2026, its #7 holding.
  • Root Financial Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.