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

Waverly 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 		$8.14M Buy
202,320
+10,053
+5% +$389K 0.05% 333
2026
Q1 		$6.51M Buy
+192,267
New +$6.72M 0.05% 345

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Waverly Advisors's DFAE Position: Q2 2026 in Review

Waverly Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.2% in Q2 2026, buying an estimated $389K and bringing the position to 202,320 shares worth $8.14M. The position accounts for 0.05% of the portfolio, ranked #333.

Waverly Advisors first reported a position in DFAE in Q1 2026 and has held it in 2 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Waverly Advisors held 202,320 shares of Dimensional Emerging Core Equity Market ETF worth $8.14M as of Q2 2026.
  • Waverly Advisors bought 10,053 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $389K.
  • Dimensional Emerging Core Equity Market ETF made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #333 holding.
  • Waverly Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.