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

Selective 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 		$457K Sell
12,232
-1,717
-12% -$66.4K 0.12% 87
2026
Q1 		$521K Buy
+13,949
New +$488K 0.15% 74

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
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
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

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

Selective Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 12% in Q2 2026, selling an estimated $66.4K and leaving 12,232 shares worth $457K. The position accounts for 0.12% of the portfolio, ranked #87.

Selective Wealth Management first reported a position in DFAE in Q1 2026 and has held it in 2 quarters since. The position peaked at $521K in Q1 2026. 365 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Selective Wealth Management held 12,232 shares of Dimensional Emerging Core Equity Market ETF worth $457K as of Q2 2026.
  • Selective Wealth Management sold 1,717 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $66.4K.
  • Dimensional Emerging Core Equity Market ETF made up 0.12% of Selective Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Selective Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Selective Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $521K in Q1 2026.
  • 365 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.