Seven Mile Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Seven Mile Advisory’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 Q1	$6.76M	Sell	199,511 -167,995	-46%	-$5.87M	4.88%	3
2025 Q4	$12M	Buy	367,506 +16,922	+5%	+$545K	2.06%	15
2025 Q3	$11.1M	Buy	350,584 +180,531	+106%	+$5.44M	1.78%	17
2025 Q2	$4.92M	Buy	170,053 +12,998	+8%	+$349K	2.96%	7
2025 Q1	$4.07M	Buy	157,055 +6,525	+4%	+$169K	2.71%	7
2024 Q4	$3.82M	Sell	150,530 -14,088	-9%	-$373K	2.44%	7
2024 Q3	$4.51M	Buy	164,618 +17,342	+12%	+$452K	2.98%	7
2024 Q2	$3.81M	Buy	147,276 +2,867	+2%	+$72.7K	2.8%	7
2024 Q1	$3.57M	Buy	144,409 +2,095	+1%	+$50.2K	2.71%	7
2023 Q4	$3.43M	Buy	142,314 +5,635	+4%	+$129K	2.98%	7
2023 Q3	$3.08M	Buy	136,679 +556	+0.4%	+$13.1K	3.24%	7
2023 Q2	$3.19M	Buy	+136,123	New	+$3.15M	3.72%	5

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Seven Mile Advisory's DFAE Position: Q1 2026 in Review

Seven Mile Advisory reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 46% in Q1 2026, selling an estimated $5.87M and leaving 199,511 shares worth $6.76M. The position accounts for 4.88% of the portfolio, ranked #3.

Seven Mile Advisory first reported a position in DFAE in Q2 2023 and has held it in 12 quarters since. The position peaked at $12M in Q4 2025. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Seven Mile Advisory held 199,511 shares of Dimensional Emerging Core Equity Market ETF worth $6.76M as of Q1 2026.
Seven Mile Advisory sold 167,995 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $5.87M.
Dimensional Emerging Core Equity Market ETF made up 4.88% of Seven Mile Advisory's portfolio in Q1 2026, its #3 holding.
Seven Mile Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Dimensional Emerging Core Equity Market ETF position peaked at $12M in Q4 2025.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.