Stifel Financial
DFAE icon

Stifel Financial’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Stifel Financial’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 		$2.98M Buy
88,134
+10,336
+13% +$361K ﹤0.01% 1674
2025
Q4 		$2.53M Buy
77,798
+215
+0.3% +$6.92K ﹤0.01% 1768
2025
Q3 		$2.45M Sell
77,583
-9,837
-11% -$296K ﹤0.01% 1773
2025
Q2 		$2.53M Sell
87,420
-18,875
-18% -$507K ﹤0.01% 1672
2025
Q1 		$2.75M Sell
106,295
-29,842
-22% -$775K ﹤0.01% 1535
2024
Q4 		$3.45M Sell
136,137
-7,577
-5% -$200K ﹤0.01% 1414
2024
Q3 		$3.94M Sell
143,714
-503,699
-78% -$13.1M ﹤0.01% 1338
2024
Q2 		$16.7M Buy
647,413
+484,039
+296% +$12.3M 0.02% 605
2024
Q1 		$4.04M Sell
163,374
-17,904
-10% -$429K ﹤0.01% 1273
2023
Q4 		$4.37M Buy
181,278
+24,633
+16% +$563K 0.01% 1183
2023
Q3 		$3.54M Buy
156,645
+4,996
+3% +$118K 0.01% 1232
2023
Q2 		$3.56M Buy
151,649
+4,494
+3% +$104K ﹤0.01% 1251
2023
Q1 		$3.39M Buy
147,155
+13,017
+10% +$300K ﹤0.01% 1252
2022
Q4 		$2.94M Buy
134,138
+15,653
+13% +$333K ﹤0.01% 1267
2022
Q3 		$2.38M Buy
118,485
+2,889
+2% +$65.2K ﹤0.01% 1345
2022
Q2 		$2.68M Buy
115,596
+358
+0.3% +$8.77K ﹤0.01% 1314
2022
Q1 		$3.02M Buy
115,238
+33,052
+40% +$886K ﹤0.01% 1345
2021
Q4 		$2.25M Buy
82,186
+26,493
+48% +$728K ﹤0.01% 1527
2021
Q3 		$1.52M Buy
55,693
+32,392
+139% +$914K ﹤0.01% 1770
2021
Q2 		$690K Buy
+23,301
New +$676K ﹤0.01% 2382

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return