TWM
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Tanager Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Tanager Wealth Management’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 		$508K Sell
15,007
-1,008
-6% -$35.2K 0.05% 84
2025
Q4 		$522K Sell
16,015
-3,799
-19% -$122K 0.05% 75
2025
Q3 		$625K Sell
19,814
-2,533
-11% -$76.3K 0.07% 69
2025
Q2 		$647K Sell
22,347
-1,596
-7% -$42.8K 0.08% 68
2025
Q1 		$620K Sell
23,943
-2,940
-11% -$76.3K 0.08% 60
2024
Q4 		$682K Sell
26,883
-1,880
-7% -$49.7K 0.09% 54
2024
Q3 		$788K Sell
28,763
-1,183
-4% -$30.8K 0.11% 47
2024
Q2 		$775K Sell
29,946
-2,111
-7% -$53.5K 0.12% 46
2024
Q1 		$792K Buy
32,057
+3,530
+12% +$84.6K 0.13% 43
2023
Q4 		$688K Buy
+28,527
New +$652K 0.13% 44
2023
Q3 		– Sell
-8,654
Closed -$203K – 76
2023
Q2 		$203K Buy
+8,654
New +$200K 0.04% 83

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