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Wealthspire Advisors (New York)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Wealthspire Advisors (New York)’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 		$95.5M Sell
2,373,919
-62,380
-3% -$2.41M 0.53% 34
2026
Q1 		$82.5M Sell
2,436,299
-118,313
-5% -$4.14M 0.65% 28
2025
Q4 		$83.2M Sell
2,554,612
-73,246
-3% -$2.36M 0.66% 27
2025
Q3 		$82.9M Buy
2,627,858
+16,955
+0.6% +$511K 0.43% 32
2025
Q2 		$75.6M Buy
2,610,903
+13,242
+0.5% +$355K 0.42% 34
2025
Q1 		$67.3M Buy
2,597,661
+67,234
+3% +$1.75M 0.4% 36
2024
Q4 		$64.2M Buy
2,530,427
+250,920
+11% +$6.64M 0.64% 28
2024
Q3 		$62.5M Buy
2,279,507
+2,219,144
+3,676% +$57.9M 0.64% 31
2024
Q2 		$1.56M Buy
60,363
+315
+0.5% +$7.98K 0.02% 240
2024
Q1 		$1.48M Buy
60,048
+2,488
+4% +$59.6K 0.02% 245
2023
Q4 		$1.39M Buy
+57,560
New +$1.32M 0.02% 253

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

Wealthspire Advisors (New York)'s DFAE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.6% in Q2 2026, selling an estimated $2.41M and leaving 2,373,919 shares worth $95.5M. The position accounts for 0.53% of the portfolio, ranked #34.

Wealthspire Advisors (New York) first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,373,919 shares of Dimensional Emerging Core Equity Market ETF worth $95.5M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 62,380 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $2.41M.
  • Dimensional Emerging Core Equity Market ETF made up 0.53% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #34 holding.
  • Wealthspire Advisors (New York) first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.