Wescott Financial Advisory Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Wescott Financial Advisory 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 Q1	$16.3M	Buy	482,096 +4,954	+1%	+$173K	1.43%	17
2025 Q4	$15.5M	Buy	477,142 +2,305	+0.5%	+$74.2K	1.36%	18
2025 Q3	$15M	Buy	474,837 +11,608	+3%	+$350K	1.34%	18
2025 Q2	$13.4M	Buy	463,229 +7,545	+2%	+$202K	1.28%	17
2025 Q1	$11.8M	Sell	455,684 -2,486	-0.5%	-$64.5K	1.22%	19
2024 Q4	$11.6M	Buy	458,170 +2,638	+0.6%	+$69.8K	1.2%	19
2024 Q3	$12.5M	Buy	455,532 +8,414	+2%	+$219K	1.34%	18
2024 Q2	$11.6M	Buy	447,118 +95,091	+27%	+$2.41M	1.34%	16
2024 Q1	$8.7M	Buy	352,027 +60,280	+21%	+$1.44M	1.08%	18
2023 Q4	$7.03M	Buy	291,747 +11,651	+4%	+$266K	0.99%	17
2023 Q3	$6.32M	Buy	280,096 +22,693	+9%	+$535K	1.16%	18
2023 Q2	$6.04M	Buy	257,403 +76,529	+42%	+$1.77M	1.07%	19
2023 Q1	$4.16M	Buy	180,874 +50,715	+39%	+$1.17M	0.9%	26
2022 Q4	$2.86M	Buy	130,159 +92,880	+249%	+$1.98M	0.62%	35
2022 Q3	$749K	Buy	37,279 +15,509	+71%	+$350K	0.21%	65
2022 Q2	$504K	Buy	+21,770	New	+$533K	0.14%	78

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

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

Wescott Financial Advisory Group's DFAE Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1% in Q1 2026, buying an estimated $173K and bringing the position to 482,096 shares worth $16.3M. The position accounts for 1.43% of the portfolio, ranked #17.

Wescott Financial Advisory Group first reported a position in DFAE in Q2 2022 and has held it in 16 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Wescott Financial Advisory Group held 482,096 shares of Dimensional Emerging Core Equity Market ETF worth $16.3M as of Q1 2026.
Wescott Financial Advisory Group bought 4,954 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $173K.
Dimensional Emerging Core Equity Market ETF made up 1.43% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #17 holding.
Wescott Financial Advisory Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 16 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.