Steward Partners Investment Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Steward Partners Investment Advisory’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	$24.1K	Sell	712 -23	-3%	-$804	﹤0.01%	3138
2025 Q4	$23.9K	Sell	735 -80	-10%	-$2.58K	﹤0.01%	3065
2025 Q3	$25.7K	Buy	815 +615	+308%	+$18.5K	﹤0.01%	2964
2025 Q2	$5.79K	Buy	200 +100	+100%	+$2.68K	﹤0.01%	3426
2025 Q1	$2.59K	Hold	100	–	–	﹤0.01%	3587
2024 Q4	$2.54K	Hold	100	–	–	﹤0.01%	3576
2024 Q3	$2.74K	Buy	+100	New	+$2.61K	﹤0.01%	3372
2021 Q3	–	Sell	-370	Closed	-$11K	–	3206
2021 Q2	$11K	Hold	370	–	–	﹤0.01%	5851
2021 Q1	$10.4K	Buy	+370	New	+$10.5K	﹤0.01%	2767

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 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

Steward Partners Investment Advisory's DFAE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.1% in Q1 2026, selling an estimated $804 and leaving 712 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

Steward Partners Investment Advisory first reported a position in DFAE in Q1 2021 and has held it in 9 quarters since. The position peaked at $25.7K in Q3 2025. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Steward Partners Investment Advisory held 712 shares of Dimensional Emerging Core Equity Market ETF worth $24.1K as of Q1 2026.
Steward Partners Investment Advisory sold 23 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $804.
Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3138 holding.
Steward Partners Investment Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Dimensional Emerging Core Equity Market ETF position peaked at $25.7K in Q3 2025.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.