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DFAE icon

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

WPWealth’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 		$33.2M Sell
824,717
-48,689
-6% -$1.88M 4.92% 6
2026
Q1 		$29.6M Buy
873,406
+8,872
+1% +$310K 4.52% 6
2025
Q4 		$28.2M Sell
864,534
-4,086
-0.5% -$131K 4.41% 7
2025
Q3 		$27.4M Buy
868,620
+28,140
+3% +$848K 4.48% 7
2025
Q2 		$24.3M Sell
840,480
-21,686
-3% -$582K 4.39% 7
2025
Q1 		$22.3M Buy
862,166
+9,324
+1% +$242K 4.41% 7
2024
Q4 		$21.6M Buy
852,842
+40,168
+5% +$1.06M 4.42% 7
2024
Q3 		$22.3M Buy
812,674
+52,993
+7% +$1.38M 4.62% 7
2024
Q2 		$19.7M Buy
759,681
+44,642
+6% +$1.13M 4.75% 7
2024
Q1 		$17.7M Buy
715,039
+65,128
+10% +$1.56M 4.57% 7
2023
Q4 		$15.7M Buy
649,911
+73,907
+13% +$1.69M 4.85% 6
2023
Q3 		$13M Buy
576,004
+108,353
+23% +$2.55M 4.97% 6
2023
Q2 		$11M Buy
467,651
+37,156
+9% +$859K 4.71% 7
2023
Q1 		$9.91M Buy
430,495
+49,885
+13% +$1.15M 4.58% 6
2022
Q4 		$8.35M Buy
+380,610
New +$8.1M 4.37% 6

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

WPWealth's DFAE Position: Q2 2026 in Review

WPWealth reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.6% in Q2 2026, selling an estimated $1.88M and leaving 824,717 shares worth $33.2M. The position accounts for 4.92% of the portfolio, ranked #6.

WPWealth first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • WPWealth held 824,717 shares of Dimensional Emerging Core Equity Market ETF worth $33.2M as of Q2 2026.
  • WPWealth sold 48,689 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.88M.
  • Dimensional Emerging Core Equity Market ETF made up 4.92% of WPWealth's portfolio in Q2 2026, its #6 holding.
  • WPWealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.