Towneley Capital Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Towneley Capital 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 Q2	$10.5M	Sell	261,269 -12,717	-5%	-$492K	2.06%	12
2026 Q1	$9.28M	Sell	273,986 -4,000	-1%	-$140K	1.94%	14
2025 Q4	$9.05M	Buy	277,986 +528	+0.2%	+$17K	1.91%	13
2025 Q3	$8.75M	Sell	277,458 -8,344	-3%	-$251K	1.9%	12
2025 Q2	$8.27M	Sell	285,802 -1,262	-0.4%	-$33.9K	1.9%	12
2025 Q1	$7.43M	Buy	287,064 +9,214	+3%	+$239K	1.74%	14
2024 Q4	$7.05M	Buy	277,850 +2,459	+0.9%	+$65.1K	1.67%	12
2024 Q3	$7.55M	Sell	275,391 -2,142	-0.8%	-$55.9K	1.71%	12
2024 Q2	$7.18M	Sell	277,533 -7,210	-3%	-$183K	1.68%	12
2024 Q1	$7.04M	Buy	284,743 +1,705	+0.6%	+$40.9K	1.73%	14
2023 Q4	$6.82M	Buy	+283,038	New	+$6.47M	1.75%	14

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

Towneley Capital Management's DFAE Position: Q2 2026 in Review

Towneley Capital Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.6% in Q2 2026, selling an estimated $492K and leaving 261,269 shares worth $10.5M. The position accounts for 2.06% of the portfolio, ranked #12.

Towneley Capital Management first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Towneley Capital Management held 261,269 shares of Dimensional Emerging Core Equity Market ETF worth $10.5M as of Q2 2026.
Towneley Capital Management sold 12,717 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $492K.
Dimensional Emerging Core Equity Market ETF made up 2.06% of Towneley Capital Management's portfolio in Q2 2026, its #12 holding.
Towneley Capital Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.