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SC&H Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

SC&H Financial Advisors’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 		$17.6M Buy
438,518
+17,255
+4% +$667K 2.34% 12
2026
Q1 		$14.3M Buy
421,263
+14,754
+4% +$516K 2.15% 12
2025
Q4 		$13.2M Buy
406,509
+8,453
+2% +$272K 2.05% 12
2025
Q3 		$12.6M Buy
398,056
+19,975
+5% +$602K 2.05% 12
2025
Q2 		$10.9M Sell
378,081
-1,453
-0.4% -$39K 1.87% 14
2025
Q1 		$9.83M Buy
379,534
+24,283
+7% +$630K 1.93% 14
2024
Q4 		$9.01M Buy
355,251
+20,158
+6% +$533K 1.86% 14
2024
Q3 		$9.18M Buy
335,093
+15,116
+5% +$394K 2.01% 12
2024
Q2 		$8.28M Buy
319,977
+17,468
+6% +$443K 2.03% 12
2024
Q1 		$7.48M Buy
302,509
+6,745
+2% +$162K 1.95% 12
2023
Q4 		$7.13M Sell
295,764
-21,546
-7% -$492K 2.06% 13
2023
Q3 		$7.16M Buy
317,310
+16,068
+5% +$379K 2.38% 12
2023
Q2 		$7.07M Buy
301,242
+12,931
+4% +$299K 2.34% 13
2023
Q1 		$6.64M Buy
288,311
+15,351
+6% +$354K 2.42% 13
2022
Q4 		$5.99M Buy
272,960
+91,072
+50% +$1.94M 2.48% 12
2022
Q3 		$3.65M Sell
181,888
-60,846
-25% -$1.37M 1.83% 13
2022
Q2 		$5.62M Buy
242,734
+78,748
+48% +$1.93M 2.62% 12
2022
Q1 		$4.3M Buy
163,986
+117,119
+250% +$3.14M 2.05% 10
2021
Q4 		$1.28M Buy
+46,867
New +$1.29M 0.71% 33

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
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

SC&H Financial Advisors's DFAE Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.1% in Q2 2026, buying an estimated $667K and bringing the position to 438,518 shares worth $17.6M. The position accounts for 2.34% of the portfolio, ranked #12.

SC&H Financial Advisors first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • SC&H Financial Advisors held 438,518 shares of Dimensional Emerging Core Equity Market ETF worth $17.6M as of Q2 2026.
  • SC&H Financial Advisors bought 17,255 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $667K.
  • Dimensional Emerging Core Equity Market ETF made up 2.34% of SC&H Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • SC&H Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.