Shore Point Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Shore Point 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	$7.98M	Sell	198,412 -6,548	-3%	-$253K	2.73%	9
2026 Q1	$6.94M	Sell	204,960 -7,385	-3%	-$258K	2.74%	10
2025 Q4	$6.92M	Sell	212,345 -8,031	-4%	-$258K	2.93%	11
2025 Q3	$6.95M	Sell	220,376 -3,341	-1%	-$101K	3.07%	9
2025 Q2	$6.48M	Buy	223,717 +1,489	+0.7%	+$40K	3.11%	8
2025 Q1	$5.75M	Sell	222,228 -6,802	-3%	-$177K	3.05%	11
2024 Q4	$5.81M	Sell	229,030 -82,133	-26%	-$2.17M	3.12%	10
2024 Q3	$8.53M	Buy	311,163 +2,195	+0.7%	+$57.2K	4.57%	7
2024 Q2	$7.99M	Sell	308,968 -941	-0.3%	-$23.9K	4.54%	7
2024 Q1	$7.66M	Sell	309,909 -3,319	-1%	-$79.5K	4.37%	7
2023 Q4	$7.55M	Sell	313,228 -11,378	-4%	-$260K	4.68%	7
2023 Q3	$7.33M	Buy	324,606 +7,830	+2%	+$185K	5.3%	7
2023 Q2	$7.43M	Sell	316,776 -157	-0%	-$3.63K	5.3%	7
2023 Q1	$7.3M	Buy	316,933 +31,840	+11%	+$734K	5.53%	7
2022 Q4	$6.26M	Sell	285,093 -14,359	-5%	-$306K	5.15%	8
2022 Q3	$6.02M	Buy	299,452 +20,205	+7%	+$456K	5.87%	7
2022 Q2	$6.47M	Buy	279,247 +36,082	+15%	+$883K	6.04%	7
2022 Q1	$6.38M	Buy	243,165 +242,931	+103,817%	+$6.51M	5.54%	7
2021 Q4	$6K	Buy	+234	New	+$6.43K	0.01%	140

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $2.57B 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Shore Point Advisors's DFAE Position: Q2 2026 in Review

Shore Point Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.2% in Q2 2026, selling an estimated $253K and leaving 198,412 shares worth $7.98M. The position accounts for 2.73% of the portfolio, ranked #9.

Shore Point Advisors first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.53M in Q3 2024. 404 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Shore Point Advisors held 198,412 shares of Dimensional Emerging Core Equity Market ETF worth $7.98M as of Q2 2026.
Shore Point Advisors sold 6,548 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $253K.
Dimensional Emerging Core Equity Market ETF made up 2.73% of Shore Point Advisors's portfolio in Q2 2026, its #9 holding.
Shore Point Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
Shore Point Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $8.53M in Q3 2024.
404 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.