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 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 $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 $2.57B AUM 21.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFAE Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.16% in Q1 2026, buying an estimated $524 and bringing the position to 9,664 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #77.

Vestia Personal Wealth Advisors first reported a position in DFAE in Q2 2024 and has held it in 8 quarters since. The position peaked at $333K in Q4 2025. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Vestia Personal Wealth Advisors held 9,664 shares of Dimensional Emerging Core Equity Market ETF worth $327K as of Q1 2026.
Vestia Personal Wealth Advisors bought 15 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $524.
Dimensional Emerging Core Equity Market ETF made up 0.15% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $333K in Q4 2025.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.