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Valued Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Valued Wealth 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
Q1 		$1.66M Sell
48,966
-23,002
-32% -$804K 0.67% 20
2025
Q4 		$2.34M Sell
71,968
-93
-0.1% -$2.99K 1.03% 15
2025
Q3 		$2.27M Sell
72,061
-1,410
-2% -$42.5K 1.05% 15
2025
Q2 		$2.13M Buy
73,471
+11,879
+19% +$319K 1.11% 15
2025
Q1 		$1.59M Sell
61,592
-5,401
-8% -$140K 0.96% 16
2024
Q4 		$1.7M Buy
66,993
+10,707
+19% +$283K 1.06% 14
2024
Q3 		$1.54M Buy
56,286
+1,158
+2% +$30.2K 1% 14
2024
Q2 		$1.43M Buy
55,128
+2,899
+6% +$73.5K 0.98% 14
2024
Q1 		$1.29M Sell
52,229
-224,035
-81% -$5.37M 0.91% 15
2023
Q4 		$6.24M Buy
+276,264
New +$6.31M 5.76% 7

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Valued Wealth Advisors's DFAE Position: Q1 2026 in Review

Valued Wealth Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 32% in Q1 2026, selling an estimated $804K and leaving 48,966 shares worth $1.66M. The position accounts for 0.67% of the portfolio, ranked #20.

Valued Wealth Advisors first reported a position in DFAE in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.24M in Q4 2023. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Valued Wealth Advisors held 48,966 shares of Dimensional Emerging Core Equity Market ETF worth $1.66M as of Q1 2026.
  • Valued Wealth Advisors sold 23,002 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $804K.
  • Dimensional Emerging Core Equity Market ETF made up 0.67% of Valued Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Valued Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Valued Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $6.24M in Q4 2023.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.