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

Tandem 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 		$2.06M Buy
+60,853
New +$2.13M 0.66% 37
2025
Q4 		– Sell
-58,485
Closed -$1.84M – 56
2025
Q3 		$1.84M Buy
+58,485
New +$1.76M 0.69% 35

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 $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 $666B 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 $2.57B AUM 21.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Tandem Financial's DFAE Position: Q1 2026 in Review

Tandem Financial opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026: 60,853 shares worth $2.06M. The stake represents 0.66% of the portfolio and ranks #37 among its holdings. This is a return to the name: Tandem Financial previously reported a position in DFAE as recently as Q3 2025.

Tandem Financial first reported a position in DFAE in Q3 2025 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Tandem Financial held 60,853 shares of Dimensional Emerging Core Equity Market ETF worth $2.06M as of Q1 2026.
  • Dimensional Emerging Core Equity Market ETF was a new Tandem Financial position in Q1 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.66% of Tandem Financial's portfolio in Q1 2026, its #37 holding.
  • Tandem Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.