SIMA Wealth Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

SIMA Wealth Partners’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	$9.64M	Buy	239,647 +4,140	+2%	+$160K	6.83%	6
2026 Q1	$7.97M	Buy	235,507 +18,109	+8%	+$633K	6.07%	6
2025 Q4	$7.08M	Buy	217,398 +39,724	+22%	+$1.28M	5.38%	7
2025 Q3	$5.6M	Buy	177,674 +13,670	+8%	+$412K	4.28%	9
2025 Q2	$4.75M	Buy	164,004 +3,685	+2%	+$98.9K	3.83%	10
2025 Q1	$4.15M	Buy	160,319 +6,586	+4%	+$171K	3.45%	9
2024 Q4	$3.9M	Buy	153,733 +1,956	+1%	+$51.8K	3.31%	10
2024 Q3	$4.16M	Buy	151,777 +8,441	+6%	+$220K	3.61%	9
2024 Q2	$3.71M	Buy	+143,336	New	+$3.63M	3.54%	10

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SIMA Wealth Partners's DFAE Position: Q2 2026 in Review

SIMA Wealth Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.8% in Q2 2026, buying an estimated $160K and bringing the position to 239,647 shares worth $9.64M. The position accounts for 6.83% of the portfolio, ranked #6.

SIMA Wealth Partners first reported a position in DFAE in Q2 2024 and has held it in 9 quarters since. 712 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

SIMA Wealth Partners held 239,647 shares of Dimensional Emerging Core Equity Market ETF worth $9.64M as of Q2 2026.
SIMA Wealth Partners bought 4,140 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $160K.
Dimensional Emerging Core Equity Market ETF made up 6.83% of SIMA Wealth Partners's portfolio in Q2 2026, its #6 holding.
SIMA Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
712 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.