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

Ruedi 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	$432K	Sell	12,749 -1,692	-12%	-$59.2K	0.11%	46
2025 Q4	$470K	Buy	14,441 +33	+0.2%	+$1.06K	0.12%	43
2025 Q3	$454K	Sell	14,408 -370	-3%	-$11.1K	0.13%	44
2025 Q2	$428K	Sell	14,778 -497	-3%	-$13.3K	0.13%	43
2025 Q1	$395K	Sell	15,275 -527	-3%	-$13.7K	0.12%	39
2024 Q4	$401K	Sell	15,802 -551	-3%	-$14.6K	0.13%	38
2024 Q3	$448K	Sell	16,353 -340	-2%	-$8.87K	0.15%	33
2024 Q2	$432K	Sell	16,693 -96	-0.6%	-$2.43K	0.17%	35
2024 Q1	$415K	Buy	16,789 +163	+1%	+$3.91K	0.17%	35
2023 Q4	$401K	Sell	16,626 -5,981	-26%	-$137K	0.19%	32
2023 Q3	$510K	Sell	22,607 -303	-1%	-$7.14K	0.29%	27
2023 Q2	$537K	Buy	22,910 +200	+0.9%	+$4.63K	0.32%	26
2023 Q1	$523K	Buy	22,710 +1,895	+9%	+$43.7K	0.34%	22
2022 Q4	$556K	Buy	+20,815	New	+$443K	0.39%	21

Other funds holding DFAE

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $10.6B AUM 34.1% 1-Year Est. Return

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

Ruedi Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 12% in Q1 2026, selling an estimated $59.2K and leaving 12,749 shares worth $432K. The position accounts for 0.11% of the portfolio, ranked #46.

Ruedi Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 14 quarters since. The position peaked at $556K in Q4 2022. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Ruedi Wealth Management held 12,749 shares of Dimensional Emerging Core Equity Market ETF worth $432K as of Q1 2026.
Ruedi Wealth Management sold 1,692 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $59.2K.
Dimensional Emerging Core Equity Market ETF made up 0.11% of Ruedi Wealth Management's portfolio in Q1 2026, its #46 holding.
Ruedi Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $556K in Q4 2022.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.