Triad Wealth Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Triad Wealth Partners’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	$220K	Sell	5,811 -1,095	-16%	-$42.4K	0.01%	524
2026 Q1	$234K	Sell	6,906 -1,139	-14%	-$39.8K	0.02%	445
2025 Q4	$262K	Buy	8,045 +779	+11%	+$25.1K	0.02%	415
2025 Q3	$229K	Buy	7,266 +81	+1%	+$2.44K	0.03%	342
2025 Q2	$208K	Buy	+7,185	New	+$193K	0.04%	279

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

Triad Wealth Partners's DFAE Position: Q2 2026 in Review

Triad Wealth Partners reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 16% in Q2 2026, selling an estimated $42.4K and leaving 5,811 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #524.

Triad Wealth Partners first reported a position in DFAE in Q2 2025 and has held it in 5 quarters since. The position peaked at $262K in Q4 2025. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Triad Wealth Partners held 5,811 shares of Dimensional Emerging Core Equity Market ETF worth $220K as of Q2 2026.
Triad Wealth Partners sold 1,095 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $42.4K.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #524 holding.
Triad Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
Triad Wealth Partners's Dimensional Emerging Core Equity Market ETF position peaked at $262K in Q4 2025.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.