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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
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
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 $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Triad Wealth Partners's DFAE Position: Q1 2026 in Review

Triad Wealth Partners reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 14% in Q1 2026, selling an estimated $39.8K and leaving 6,906 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #445.

Triad Wealth Partners first reported a position in DFAE in Q2 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Triad Wealth Partners held 6,906 shares of Dimensional Emerging Core Equity Market ETF worth $234K as of Q1 2026.
  • Triad Wealth Partners sold 1,139 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $39.8K.
  • Dimensional Emerging Core Equity Market ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #445 holding.
  • Triad Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Dimensional Emerging Core Equity Market ETF position peaked at $262K in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.