Trinity Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Trinity Financial 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 Q3	$10.8M	Buy	274,306 +38,382	+16%	+$1.5M	2.78%	13
2026 Q2	$9.49M	Buy	235,924 +8,003	+4%	+$310K	2.44%	13
2026 Q1	$7.72M	Buy	227,921 +54,602	+32%	+$1.91M	2.2%	15
2025 Q4	$5.64M	Buy	173,319 +10,270	+6%	+$331K	1.58%	18
2025 Q3	$5.14M	Buy	163,049 +6,231	+4%	+$188K	1.48%	18
2025 Q2	$4.54M	Sell	156,818 -43,515	-22%	-$1.17M	1.39%	20
2025 Q1	$5.12M	Buy	200,333 +1,773	+0.9%	+$46K	1.85%	17
2024 Q4	$5.03M	Buy	198,560 +93,884	+90%	+$2.48M	1.91%	17
2024 Q3	$2.07M	Buy	104,676 +62,141	+146%	+$1.62M	0.92%	20
2024 Q2	$1.1M	Buy	42,535 +34,310	+417%	+$870K	0.49%	27
2024 Q1	$203K	Buy	+8,225	New	+$197K	0.09%	73

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Trinity Financial Advisors's DFAE Position: Q3 2026 in Review

Trinity Financial Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 16% in Q3 2026, buying an estimated $1.5M and bringing the position to 274,306 shares worth $10.8M. The position accounts for 2.78% of the portfolio, ranked #13.

Trinity Financial Advisors first reported a position in DFAE in Q1 2024 and has held it in 11 quarters since. 337 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Trinity Financial Advisors held 274,306 shares of Dimensional Emerging Core Equity Market ETF worth $10.8M as of Q3 2026.
Trinity Financial Advisors bought 38,382 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $1.5M.
Dimensional Emerging Core Equity Market ETF made up 2.78% of Trinity Financial Advisors's portfolio in Q3 2026, its #13 holding.
Trinity Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and has held it in 11 quarters since.
337 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.