SW
DFAE icon

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
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 $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Simplicity Wealth's DFAE Position: Q1 2026 in Review

Simplicity Wealth sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026, closing a stake of 6,417 shares — an estimated $209K sold.

Simplicity Wealth first reported a position in DFAE in Q4 2024 and held it in 2 quarters. The position peaked at $223K in Q4 2024. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Simplicity Wealth reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 6,417 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $209K.
  • Simplicity Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and held it in 2 quarters.
  • Simplicity Wealth's Dimensional Emerging Core Equity Market ETF position peaked at $223K in Q4 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.