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Sequoia Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Sequoia 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 		$18.2M Sell
451,816
-26,756
-6% -$1.03M 0.09% 146
2026
Q1 		$16.2M Sell
478,572
-21,830
-4% -$763K 0.09% 153
2025
Q4 		$16.3M Sell
500,402
-36,165
-7% -$1.16M 0.09% 151
2025
Q3 		$16.9M Buy
536,567
+182,271
+51% +$5.49M 0.1% 137
2025
Q2 		$10.3M Buy
354,296
+263
+0.1% +$7.06K 0.07% 189
2025
Q1 		$9.17M Sell
354,033
-11,216
-3% -$291K 0.07% 200
2024
Q4 		$9.27M Sell
365,249
-5,657
-2% -$150K 0.09% 179
2024
Q3 		$10.2M Buy
370,906
+46,023
+14% +$1.2M 0.11% 150
2024
Q2 		$8.4M Buy
324,883
+266,566
+457% +$6.76M 0.1% 146
2024
Q1 		$1.44M Sell
58,317
-20,415
-26% -$489K 0.02% 388
2023
Q4 		$1.9M Sell
78,732
-36,325
-32% -$830K 0.02% 361
2023
Q3 		$2.6M Sell
115,057
-22,167
-16% -$523K 0.05% 204
2023
Q2 		$3.22M Sell
137,224
-138,651
-50% -$3.21M 0.06% 191
2023
Q1 		$6.35M Sell
275,875
-386,596
-58% -$8.91M 0.14% 130
2022
Q4 		$14.5M Buy
662,471
+87,327
+15% +$1.86M 0.36% 57
2022
Q3 		$11.6M Sell
575,144
-8,131
-1% -$183K 0.36% 49
2022
Q2 		$13.5M Buy
583,275
+21,091
+4% +$516K 0.38% 49
2022
Q1 		$14.8M Buy
562,184
+42,924
+8% +$1.15M 0.37% 48
2021
Q4 		$14.2M Buy
+519,260
New +$14.3M 0.39% 47

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

Sequoia Financial Advisors's DFAE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.6% in Q2 2026, selling an estimated $1.03M and leaving 451,816 shares worth $18.2M. The position accounts for 0.09% of the portfolio, ranked #146.

Sequoia 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.

  • Sequoia Financial Advisors held 451,816 shares of Dimensional Emerging Core Equity Market ETF worth $18.2M as of Q2 2026.
  • Sequoia Financial Advisors sold 26,756 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional Emerging Core Equity Market ETF made up 0.09% of Sequoia Financial Advisors's portfolio in Q2 2026, its #146 holding.
  • Sequoia 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.