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

Spire 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
Q2 		$306K Hold
7,614
– – 0.01% 663
2026
Q1 		$258K Hold
7,614
– – 0.01% 706
2025
Q4 		$248K Buy
7,614
+450
+6% +$14.5K 0.01% 737
2025
Q3 		$226K Sell
7,164
-1,275
-15% -$38.4K 0.01% 749
2025
Q2 		$244K Sell
8,439
-349
-4% -$9.37K 0.01% 711
2025
Q1 		$228K Buy
8,788
+8,434
+2,382% +$219K 0.01% 792
2024
Q4 		$8.99K Sell
354
-246
-41% -$6.51K ﹤0.01% 1863
2024
Q3 		$16.4K Sell
600
-12,301
-95% -$321K ﹤0.01% 1494
2024
Q2 		$334K Sell
12,901
-5,245
-29% -$133K 0.01% 584
2024
Q1 		$449K Buy
18,146
+920
+5% +$22.1K 0.01% 547
2023
Q4 		$399K Buy
17,226
+578
+3% +$13.2K 0.01% 569
2023
Q3 		$376K Buy
16,648
+1,089
+7% +$25.7K 0.01% 544
2023
Q2 		$365K Buy
15,559
+57
+0.4% +$1.32K 0.01% 567
2023
Q1 		$357K Buy
15,502
+11,089
+251% +$256K 0.01% 575
2022
Q4 		$97K Buy
4,413
+3,013
+215% +$64.1K 0.01% 752
2022
Q3 		$28K Sell
1,400
-5,441
-80% -$123K ﹤0.01% 1176
2022
Q2 		$158K Hold
6,841
– – 0.01% 847
2022
Q1 		$180K Hold
6,841
– – ﹤0.01% 936
2021
Q4 		$187K Hold
6,841
– – ﹤0.01% 1126
2021
Q3 		$186K Buy
6,841
+650
+10% +$18.3K ﹤0.01% 957
2021
Q2 		$183K Buy
6,191
+4,941
+395% +$143K 0.01% 969
2021
Q1 		$35K Buy
+1,250
New +$35.5K ﹤0.01% 1897

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

Spire Wealth Management's DFAE Position: Q2 2026 in Review

Spire Wealth Management held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 7,614 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #663.

Spire Wealth Management first reported a position in DFAE in Q1 2021 and has held it in 22 quarters since. The position peaked at $449K in Q1 2024. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Spire Wealth Management held 7,614 shares of Dimensional Emerging Core Equity Market ETF worth $306K as of Q2 2026.
  • Spire Wealth Management left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #663 holding.
  • Spire Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $449K in Q1 2024.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.