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

Wealth Dimensions Group’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 		$23.1M Buy
573,500
+11,087
+2% +$429K 4.13% 8
2026
Q1 		$19M Buy
562,413
+27,257
+5% +$953K 3.75% 10
2025
Q4 		$17.4M Buy
535,156
+25,915
+5% +$834K 3.46% 10
2025
Q3 		$16.1M Buy
509,241
+26,236
+5% +$790K 3.3% 10
2025
Q2 		$14M Buy
483,005
+14,640
+3% +$393K 3.08% 9
2025
Q1 		$12.1M Buy
468,365
+47,039
+11% +$1.22M 2.89% 11
2024
Q4 		$10.7M Buy
421,326
+40,098
+11% +$1.06M 2.62% 12
2024
Q3 		$10.4M Buy
381,228
+62,283
+20% +$1.62M 2.65% 12
2024
Q2 		$8.25M Buy
318,945
+32,432
+11% +$822K 2.35% 12
2024
Q1 		$7.08M Buy
286,513
+34,088
+14% +$817K 2.09% 13
2023
Q4 		$6.09M Buy
252,425
+35,334
+16% +$808K 1.93% 14
2023
Q3 		$4.9M Buy
217,091
+46,219
+27% +$1.09M 1.78% 13
2023
Q2 		$4.01M Buy
170,872
+18,693
+12% +$432K 1.46% 13
2023
Q1 		$3.5M Buy
152,179
+23,320
+18% +$537K 1.36% 14
2022
Q4 		$2.83M Sell
128,859
-1,099
-0.8% -$23.4K 1.16% 15
2022
Q3 		$2.61M Buy
129,958
+19,681
+18% +$444K 1.29% 14
2022
Q2 		$2.55M Buy
110,277
+40,923
+59% +$1M 1.21% 17
2022
Q1 		$1.82M Buy
+69,354
New +$1.86M 0.84% 23

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 $3.76B AUM 21.29% 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

Wealth Dimensions Group's DFAE Position: Q2 2026 in Review

Wealth Dimensions Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2% in Q2 2026, buying an estimated $429K and bringing the position to 573,500 shares worth $23.1M. The position accounts for 4.13% of the portfolio, ranked #8.

Wealth Dimensions Group first reported a position in DFAE in Q1 2022 and has held it in 18 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Wealth Dimensions Group held 573,500 shares of Dimensional Emerging Core Equity Market ETF worth $23.1M as of Q2 2026.
  • Wealth Dimensions Group bought 11,087 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $429K.
  • Dimensional Emerging Core Equity Market ETF made up 4.13% of Wealth Dimensions Group's portfolio in Q2 2026, its #8 holding.
  • Wealth Dimensions Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.