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Stolz & Associates’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Stolz & Associates’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 		$12.1M Buy
300,733
+26,015
+9% +$1.01M 7.55% 6
2026
Q1 		$10.2M Sell
274,718
-1,025
-0.4% -$35.8K 7.12% 8
2025
Q4 		$8.98M Buy
+275,743
New +$8.87M 6.93% 7

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stolz & Associates's DFAE Position: Q2 2026 in Review

Stolz & Associates increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 9.5% in Q2 2026, buying an estimated $1.01M and bringing the position to 300,733 shares worth $12.1M. The position accounts for 7.55% of the portfolio, ranked #6.

Stolz & Associates first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Stolz & Associates held 300,733 shares of Dimensional Emerging Core Equity Market ETF worth $12.1M as of Q2 2026.
  • Stolz & Associates bought 26,015 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.01M.
  • Dimensional Emerging Core Equity Market ETF made up 7.55% of Stolz & Associates's portfolio in Q2 2026, its #6 holding.
  • Stolz & Associates first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.