Wealthspan Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Wealthspan Partners’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	$658K	Buy	16,370 +5,186	+46%	+$201K	0.21%	72
2026 Q1	$379K	Buy	11,184 +1,281	+13%	+$44.8K	0.13%	90
2025 Q4	$323K	Buy	9,903 +2,852	+40%	+$91.8K	0.12%	97
2025 Q3	$222K	Sell	7,051 -94	-1%	-$2.83K	0.08%	115
2025 Q2	$207K	Buy	+7,145	New	+$192K	0.09%	112

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

Wealthspan Partners's DFAE Position: Q2 2026 in Review

Wealthspan Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 46% in Q2 2026, buying an estimated $201K and bringing the position to 16,370 shares worth $658K. The position accounts for 0.21% of the portfolio, ranked #72.

Wealthspan Partners first reported a position in DFAE in Q2 2025 and has held it in 5 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Wealthspan Partners held 16,370 shares of Dimensional Emerging Core Equity Market ETF worth $658K as of Q2 2026.
Wealthspan Partners bought 5,186 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $201K.
Dimensional Emerging Core Equity Market ETF made up 0.21% of Wealthspan Partners's portfolio in Q2 2026, its #72 holding.
Wealthspan Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.