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

Strategic 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 		$4.95M Sell
151,869
-22,444
-13% -$868K 4.23% 7
2026
Q1 		$5.9M Buy
174,313
+22,444
+15% +$785K 4.73% 7
2025
Q4 		$4.95M Buy
+151,869
New +$4.89M 4.23% 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

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

Strategic Wealth Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 13% in Q2 2026, selling an estimated $868K and leaving 151,869 shares worth $4.95M. The position accounts for 4.23% of the portfolio, ranked #7.

Strategic Wealth Advisors first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.9M in Q1 2026. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Strategic Wealth Advisors held 151,869 shares of Dimensional Emerging Core Equity Market ETF worth $4.95M as of Q2 2026.
  • Strategic Wealth Advisors sold 22,444 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $868K.
  • Dimensional Emerging Core Equity Market ETF made up 4.23% of Strategic Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Strategic Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $5.9M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.