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

Univest Financial’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	$305K	Buy	7,585 +5	+0.1%	+$193	0.02%	236
2026 Q1	$257K	Buy	7,580 +1	+0%	+$35	0.01%	232
2025 Q4	$247K	Buy	7,579 +6	+0.1%	+$193	0.01%	244
2025 Q3	$239K	Buy	7,573 +6	+0.1%	+$181	0.01%	242
2025 Q2	$219K	Buy	+7,567	New	+$203K	0.01%	249
2024 Q4	–	Sell	-7,553	Closed	-$207K	–	277
2024 Q3	$207K	Buy	+7,553	New	+$197K	0.01%	269

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 $3.68B AUM 13.84% 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

Univest Financial's DFAE Position: Q2 2026 in Review

Univest Financial increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.07% in Q2 2026, buying an estimated $193 and bringing the position to 7,585 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #236.

Univest Financial first reported a position in DFAE in Q3 2024 and has held it in 6 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Univest Financial held 7,585 shares of Dimensional Emerging Core Equity Market ETF worth $305K as of Q2 2026.
Univest Financial bought 5 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $193.
Dimensional Emerging Core Equity Market ETF made up 0.02% of Univest Financial's portfolio in Q2 2026, its #236 holding.
Univest Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and has held it in 6 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.