Spurstone Advisory Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Spurstone Advisory Services’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	-96	Closed	-$3.13K	–	79
2025 Q4	$3.13K	Hold	96	–	–	0.05%	55
2025 Q3	$3.03K	Hold	96	–	–	0.04%	69
2025 Q2	$2.78K	Hold	96	–	–	0.04%	97
2025 Q1	$2.48K	Hold	96	–	–	0.05%	65
2024 Q4	$2.44K	Buy	+96	New	+$2.54K	0.05%	56

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Spurstone Advisory Services's DFAE Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026, closing a stake of 96 shares — an estimated $3.13K sold.

Spurstone Advisory Services first reported a position in DFAE in Q4 2024 and held it in 5 quarters. The position peaked at $3.13K in Q4 2025. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Spurstone Advisory Services reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
Spurstone Advisory Services sold 96 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $3.13K.
Spurstone Advisory Services first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and held it in 5 quarters.
Spurstone Advisory Services's Dimensional Emerging Core Equity Market ETF position peaked at $3.13K in Q4 2025.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.