SWM
DFAE icon

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

SHP 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 		$28.2K Sell
702
-158
-18% -$6.11K ﹤0.01% 694
2026
Q1 		$29.1K Buy
860
+166
+24% +$5.8K ﹤0.01% 624
2025
Q4 		$22.6K Buy
+694
New +$22.3K ﹤0.01% 661

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 $3.68B AUM 13.84% 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

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

SHP Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 18% in Q2 2026, selling an estimated $6.11K and leaving 702 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

SHP Wealth Management first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.1K in Q1 2026. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • SHP Wealth Management held 702 shares of Dimensional Emerging Core Equity Market ETF worth $28.2K as of Q2 2026.
  • SHP Wealth Management sold 158 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $6.11K.
  • Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #694 holding.
  • SHP Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $29.1K in Q1 2026.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.