Sterling Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Sterling Wealth Advisors’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	$10.2M	Sell	253,952 -390	-0.2%	-$15.1K	5.55%	7
2026 Q1	$9.57M	Buy	254,342 +2,420	+1%	+$84.6K	5.45%	7
2025 Q4	$8.21M	Buy	251,922 +27,634	+12%	+$889K	4.95%	7
2025 Q3	$7.18M	Buy	224,288 +10,728	+5%	+$323K	4.58%	7
2025 Q2	$6.2M	Sell	213,560 -1,617	-0.8%	-$43.4K	4.38%	6
2025 Q1	$5.57M	Buy	215,177 +5,167	+2%	+$134K	4.29%	6
2024 Q4	$5.33M	Buy	+210,010	New	+$5.56M	4.18%	7

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 $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sterling Wealth Advisors's DFAE Position: Q2 2026 in Review

Sterling Wealth Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.15% in Q2 2026, selling an estimated $15.1K and leaving 253,952 shares worth $10.2M. The position accounts for 5.55% of the portfolio, ranked #7.

Sterling Wealth Advisors first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Sterling Wealth Advisors held 253,952 shares of Dimensional Emerging Core Equity Market ETF worth $10.2M as of Q2 2026.
Sterling Wealth Advisors sold 390 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $15.1K.
Dimensional Emerging Core Equity Market ETF made up 5.55% of Sterling Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Sterling Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.