West Branch Capital’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

West Branch Capital’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	$5.03K	Hold	125	–	–	﹤0.01%	272
2026 Q1	$4.23K	Hold	125	–	–	﹤0.01%	283
2025 Q4	$4.07K	Hold	125	–	–	﹤0.01%	322
2025 Q3	$3.94K	Hold	125	–	–	﹤0.01%	343
2025 Q2	$3.62K	Hold	125	–	–	﹤0.01%	347
2025 Q1	$3.24K	Hold	125	–	–	﹤0.01%	375
2024 Q4	$3.17K	Hold	125	–	–	﹤0.01%	355
2024 Q3	$3.43K	Buy	+125	New	+$3.26K	﹤0.01%	356

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

West Branch Capital's DFAE Position: Q2 2026 in Review

West Branch Capital held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 125 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

West Branch Capital first reported a position in DFAE in Q3 2024 and has held it in 8 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

West Branch Capital held 125 shares of Dimensional Emerging Core Equity Market ETF worth $5.03K as of Q2 2026.
West Branch Capital left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #272 holding.
West Branch Capital first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and has held it in 8 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.