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

Simplicity Wealth’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 		$201K Buy
+5,005
New +$194K 0.01% 985
2026
Q1 		– Sell
-6,417
Closed -$209K – 766
2025
Q4 		$209K Buy
+6,417
New +$207K 0.01% 663
2025
Q1 		– Sell
-8,795
Closed -$223K – 570
2024
Q4 		$223K Buy
+8,795
New +$233K 0.05% 292

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 $3.76B AUM 21.29% 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

Simplicity Wealth's DFAE Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 5,005 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DFAE as recently as Q4 2025.

Simplicity Wealth first reported a position in DFAE in Q4 2024 and has held it in 3 quarters since. The position peaked at $223K in Q4 2024. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Simplicity Wealth held 5,005 shares of Dimensional Emerging Core Equity Market ETF worth $201K as of Q2 2026.
  • Dimensional Emerging Core Equity Market ETF was a new Simplicity Wealth position in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #985 holding.
  • Simplicity Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Dimensional Emerging Core Equity Market ETF position peaked at $223K in Q4 2024.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.