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

Smallwood Wealth Investment 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	$162K	Hold	4,026	–	–	0.07%	107
2026 Q1	$136K	Hold	4,026	–	–	0.07%	100
2025 Q4	$131K	Hold	4,026	–	–	0.07%	102
2025 Q3	$127K	Hold	4,026	–	–	0.06%	111
2025 Q2	$117K	Hold	4,026	–	–	0.07%	108
2025 Q1	$104K	Buy	+4,026	New	+$105K	0.07%	108

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

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

WTB

Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Smallwood Wealth Investment Management's DFAE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 4,026 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #107.

Smallwood Wealth Investment Management first reported a position in DFAE in Q1 2025 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Smallwood Wealth Investment Management held 4,026 shares of Dimensional Emerging Core Equity Market ETF worth $162K as of Q2 2026.
Smallwood Wealth Investment Management left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.07% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #107 holding.
Smallwood Wealth Investment Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
426 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.