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

Vestia Personal 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 Q2	$387K	Sell	9,632 -32	-0.3%	-$1.24K	0.15%	73
2026 Q1	$327K	Buy	9,664 +15	+0.2%	+$524	0.15%	77
2025 Q4	$333K	Buy	9,649 +206	+2%	+$6.63K	0.17%	72
2025 Q3	$298K	Sell	9,443 -166	-2%	-$5K	0.17%	79
2025 Q2	$278K	Buy	9,609 +56	+0.6%	+$1.5K	0.19%	77
2025 Q1	$247K	Sell	9,553 -19	-0.2%	-$493	0.2%	75
2024 Q4	$243K	Buy	9,572 +54	+0.6%	+$1.43K	0.2%	79
2024 Q3	$261K	Buy	9,518 +86	+0.9%	+$2.24K	0.25%	64
2024 Q2	$244K	Buy	+9,432	New	+$239K	0.26%	63

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

Vestia Personal Wealth Advisors's DFAE Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.33% in Q2 2026, selling an estimated $1.24K and leaving 9,632 shares worth $387K. The position accounts for 0.15% of the portfolio, ranked #73.

Vestia Personal Wealth Advisors first reported a position in DFAE in Q2 2024 and has held it in 9 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Vestia Personal Wealth Advisors held 9,632 shares of Dimensional Emerging Core Equity Market ETF worth $387K as of Q2 2026.
Vestia Personal Wealth Advisors sold 32 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.24K.
Dimensional Emerging Core Equity Market ETF made up 0.15% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.