Tanglewood Legacy Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Tanglewood Legacy 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 Q1	$327K	Hold	9,659	–	–	0.12%	88
2025 Q4	$315K	Hold	9,659	–	–	0.12%	84
2025 Q3	$305K	Hold	9,659	–	–	0.12%	83
2025 Q2	$280K	Hold	9,659	–	–	0.11%	86
2025 Q1	$250K	Sell	9,659 -217	-2%	-$5.63K	0.11%	85
2024 Q4	$251K	Hold	9,876	–	–	0.11%	83
2024 Q3	$271K	Hold	9,876	–	–	0.12%	74
2024 Q2	$255K	Hold	9,876	–	–	0.12%	75
2024 Q1	$244K	Hold	9,876	–	–	0.12%	75
2023 Q4	$238K	Sell	9,876 -4,760	-33%	-$109K	0.13%	74
2023 Q3	$330K	Hold	14,636	–	–	0.2%	61
2023 Q2	$343K	Buy	14,636 +2,391	+20%	+$55.3K	0.2%	59
2023 Q1	$282K	Buy	+12,245	New	+$282K	0.18%	61

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Tanglewood Legacy Advisors's DFAE Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q1 2026 at 9,659 shares worth $327K. The position accounts for 0.12% of the portfolio, ranked #88.

Tanglewood Legacy Advisors first reported a position in DFAE in Q1 2023 and has held it in 13 quarters since. The position peaked at $343K in Q2 2023. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Tanglewood Legacy Advisors held 9,659 shares of Dimensional Emerging Core Equity Market ETF worth $327K as of Q1 2026.
Tanglewood Legacy Advisors left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q1 2026.
Dimensional Emerging Core Equity Market ETF made up 0.12% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #88 holding.
Tanglewood Legacy Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 13 quarters since.
Tanglewood Legacy Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $343K in Q2 2023.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.