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

Vance Wealth’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	$4.86M	Buy	143,576 +43,796	+44%	+$1.53M	1.4%	14
2025 Q4	$3.25M	Buy	99,780 +7,169	+8%	+$231K	0.97%	26
2025 Q3	$2.92M	Buy	92,611 +25,626	+38%	+$772K	0.9%	26
2025 Q2	$1.94M	Sell	66,985 -24,704	-27%	-$663K	0.65%	39
2025 Q1	$2.37M	Buy	91,689 +20,159	+28%	+$523K	0.89%	27
2024 Q4	$1.81M	Buy	71,530 +5,899	+9%	+$156K	0.7%	34
2024 Q3	$1.8M	Buy	65,631 +12,817	+24%	+$334K	0.68%	34
2024 Q2	$1.37M	Buy	+52,814	New	+$1.34M	0.56%	36

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Vance Wealth's DFAE Position: Q1 2026 in Review

Vance Wealth increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 44% in Q1 2026, buying an estimated $1.53M and bringing the position to 143,576 shares worth $4.86M. The position accounts for 1.4% of the portfolio, ranked #14.

Vance Wealth first reported a position in DFAE in Q2 2024 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Vance Wealth held 143,576 shares of Dimensional Emerging Core Equity Market ETF worth $4.86M as of Q1 2026.
Vance Wealth bought 43,796 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.53M.
Dimensional Emerging Core Equity Market ETF made up 1.4% of Vance Wealth's portfolio in Q1 2026, its #14 holding.
Vance Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 8 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.