United Advisor Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

United Advisor Group’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	$662K	Buy	+16,467	New	+$637K	0.07%	272

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

United Advisor Group's DFAE Position: Q2 2026 in Review

United Advisor Group opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 16,467 shares worth $662K. The stake represents 0.07% of the portfolio and ranks #272 among its holdings.

713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

United Advisor Group held 16,467 shares of Dimensional Emerging Core Equity Market ETF worth $662K as of Q2 2026.
Dimensional Emerging Core Equity Market ETF was a new United Advisor Group position in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #272 holding.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.