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

SpringVest 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 Q3	$1.47M	Buy	37,289 +5,598	+18%	+$219K	0.89%	24
2026 Q2	$1.27M	Buy	31,691 +50	+0.2%	+$1.93K	0.8%	24
2026 Q1	$1.07M	Buy	31,641 +2,650	+9%	+$92.6K	0.73%	25
2025 Q4	$944K	Buy	28,991 +9,814	+51%	+$316K	0.66%	25
2025 Q3	$605K	Sell	19,177 -583	-3%	-$17.6K	0.44%	34
2025 Q2	$572K	Sell	19,760 -693	-3%	-$18.6K	0.46%	33
2025 Q1	$530K	Sell	20,453 -495	-2%	-$12.8K	0.44%	36
2024 Q4	$531K	Buy	+20,948	New	+$554K	0.46%	36

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

SpringVest Wealth Management's DFAE Position: Q3 2026 in Review

SpringVest Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 18% in Q3 2026, buying an estimated $219K and bringing the position to 37,289 shares worth $1.47M. The position accounts for 0.89% of the portfolio, ranked #24.

SpringVest Wealth Management first reported a position in DFAE in Q4 2024 and has held it in 8 quarters since. 469 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

SpringVest Wealth Management held 37,289 shares of Dimensional Emerging Core Equity Market ETF worth $1.47M as of Q3 2026.
SpringVest Wealth Management bought 5,598 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $219K.
Dimensional Emerging Core Equity Market ETF made up 0.89% of SpringVest Wealth Management's portfolio in Q3 2026, its #24 holding.
SpringVest Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 8 quarters since.
469 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on SpringVest Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.