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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SHP Wealth Management's DFAE Position: Q1 2026 in Review

SHP Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 24% in Q1 2026, buying an estimated $5.8K and bringing the position to 860 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

SHP Wealth Management first reported a position in DFAE in Q4 2025 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • SHP Wealth Management held 860 shares of Dimensional Emerging Core Equity Market ETF worth $29.1K as of Q1 2026.
  • SHP Wealth Management bought 166 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $5.8K.
  • Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #624 holding.
  • SHP Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.