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

TCI 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	$98M	Buy	2,436,573 +380,423	+19%	+$14.7M	4.24%	7
2026 Q1	$69.6M	Buy	2,056,150 +106,750	+5%	+$3.73M	3.7%	10
2025 Q4	$63.5M	Buy	1,949,400 +230,774	+13%	+$7.43M	3.5%	10
2025 Q3	$54.2M	Buy	1,718,626 +209,542	+14%	+$6.31M	3.23%	10
2025 Q2	$43.7M	Buy	1,509,084 +142,481	+10%	+$3.82M	2.99%	10
2025 Q1	$35.4M	Buy	1,366,603 +251,013	+23%	+$6.52M	2.83%	10
2024 Q4	$28.3M	Buy	1,115,590 +218,308	+24%	+$5.78M	2.36%	11
2024 Q3	$24.6M	Buy	897,282 +246,279	+38%	+$6.42M	2.07%	12
2024 Q2	$16.8M	Buy	651,003 +202,061	+45%	+$5.12M	1.59%	15
2024 Q1	$11.1M	Buy	448,942 +76,452	+21%	+$1.83M	1.09%	20
2023 Q4	$8.98M	Buy	372,490 +56,623	+18%	+$1.29M	0.96%	20
2023 Q3	$7.13M	Buy	315,867 +36,918	+13%	+$870K	0.91%	19
2023 Q2	$6.54M	Buy	278,949 +35,893	+15%	+$830K	0.84%	19
2023 Q1	$5.6M	Buy	243,056 +69,420	+40%	+$1.6M	0.73%	20
2022 Q4	$3.81M	Buy	173,636 +120,740	+228%	+$2.57M	0.53%	26
2022 Q3	$1.06M	Buy	52,896 +5,115	+11%	+$115K	0.17%	55
2022 Q2	$1.11M	Buy	47,781 +34,243	+253%	+$838K	0.17%	57
2022 Q1	$355K	Buy	13,538 +10,038	+287%	+$269K	0.05%	125
2021 Q4	$96K	Hold	3,500	–	–	0.01%	273
2021 Q3	$95K	Hold	3,500	–	–	0.01%	293
2021 Q2	$104K	Hold	3,500	–	–	0.02%	268
2021 Q1	$98K	Buy	3,500 +1,500	+75%	+$42.6K	0.04%	243
2020 Q4	$54K	Buy	+2,000	New	+$52.5K	0.02%	322

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TCI Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 19% in Q2 2026, buying an estimated $14.7M and bringing the position to 2,436,573 shares worth $98M. The position accounts for 4.24% of the portfolio, ranked #7.

TCI Wealth Advisors first reported a position in DFAE in Q4 2020 and has held it in 23 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

TCI Wealth Advisors held 2,436,573 shares of Dimensional Emerging Core Equity Market ETF worth $98M as of Q2 2026.
TCI Wealth Advisors bought 380,423 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $14.7M.
Dimensional Emerging Core Equity Market ETF made up 4.24% of TCI Wealth Advisors's portfolio in Q2 2026, its #7 holding.
TCI Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2020 and has held it in 23 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.