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
Q2 		$2.33M Sell
57,896
-2,957
-5% -$114K 0.7% 36
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 $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

Tandem Financial's DFAE Position: Q2 2026 in Review

Tandem Financial reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.9% in Q2 2026, selling an estimated $114K and leaving 57,896 shares worth $2.33M. The position accounts for 0.7% of the portfolio, ranked #36.

Tandem Financial first reported a position in DFAE in Q3 2025 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Tandem Financial held 57,896 shares of Dimensional Emerging Core Equity Market ETF worth $2.33M as of Q2 2026.
  • Tandem Financial sold 2,957 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $114K.
  • Dimensional Emerging Core Equity Market ETF made up 0.7% of Tandem Financial's portfolio in Q2 2026, its #36 holding.
  • Tandem Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 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 Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.