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Samalin Investment Counsel’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Samalin Investment Counsel’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 		$512K Sell
12,727
-103
-0.8% -$3.98K 0.16% 155
2026
Q1 		$434K Buy
12,830
+201
+2% +$7.03K 0.15% 188
2025
Q4 		$411K Buy
12,629
+162
+1% +$5.21K 0.15% 194
2025
Q3 		$393K Sell
12,467
-181
-1% -$5.45K 0.14% 212
2025
Q2 		$366K Buy
12,648
+476
+4% +$12.8K 0.14% 228
2025
Q1 		$315K Sell
12,172
-6,082
-33% -$158K 0.13% 234
2024
Q4 		$463K Sell
18,254
-2,398
-12% -$63.4K 0.2% 165
2024
Q3 		$566K Sell
20,652
-137
-0.7% -$3.57K 0.25% 126
2024
Q2 		$538K Sell
20,789
-198
-0.9% -$5.02K 0.25% 126
2024
Q1 		$519K Buy
20,987
+1,166
+6% +$27.9K 0.25% 128
2023
Q4 		$478K Buy
19,821
+1,188
+6% +$27.2K 0.24% 137
2023
Q3 		$421K Sell
18,633
-4,953
-21% -$117K 0.24% 126
2023
Q2 		$553K Buy
23,586
+1,066
+5% +$24.7K 0.3% 97
2023
Q1 		$518K Buy
22,520
+796
+4% +$18.3K 0.31% 93
2022
Q4 		$477K Buy
+21,724
New +$462K 0.3% 102

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
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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Samalin Investment Counsel's DFAE Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.8% in Q2 2026, selling an estimated $3.98K and leaving 12,727 shares worth $512K. The position accounts for 0.16% of the portfolio, ranked #155.

Samalin Investment Counsel first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. The position peaked at $566K in Q3 2024. 377 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Samalin Investment Counsel held 12,727 shares of Dimensional Emerging Core Equity Market ETF worth $512K as of Q2 2026.
  • Samalin Investment Counsel sold 103 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $3.98K.
  • Dimensional Emerging Core Equity Market ETF made up 0.16% of Samalin Investment Counsel's portfolio in Q2 2026, its #155 holding.
  • Samalin Investment Counsel first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Samalin Investment Counsel's Dimensional Emerging Core Equity Market ETF position peaked at $566K in Q3 2024.
  • 377 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.