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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
Q2 		$488K Sell
12,148
-601
-5% -$23.2K 0.11% 43
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
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 $3.68B AUM 13.84% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

Ruedi Wealth Management's DFAE Position: Q2 2026 in Review

Ruedi Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.7% in Q2 2026, selling an estimated $23.2K and leaving 12,148 shares worth $488K. The position accounts for 0.11% of the portfolio, ranked #43.

Ruedi Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. The position peaked at $556K in Q4 2022. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Ruedi Wealth Management held 12,148 shares of Dimensional Emerging Core Equity Market ETF worth $488K as of Q2 2026.
  • Ruedi Wealth Management sold 601 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $23.2K.
  • Dimensional Emerging Core Equity Market ETF made up 0.11% of Ruedi Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Ruedi Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Ruedi Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $556K in Q4 2022.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.