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Williams Jones Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Williams Jones Wealth Management’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 		$496K Buy
+12,323
New +$477K 0.01% 374

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
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
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Williams Jones Wealth Management's DFAE Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 12,323 shares worth $496K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings.

436 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Williams Jones Wealth Management held 12,323 shares of Dimensional Emerging Core Equity Market ETF worth $496K as of Q2 2026.
  • Dimensional Emerging Core Equity Market ETF was a new Williams Jones Wealth Management position in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #374 holding.
  • 436 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.