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

XML Financial’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 		– Sell
-8,945
Closed -$291K – 432
2025
Q4 		$291K Buy
+8,945
New +$288K 0.02% 348

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 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
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

XML Financial's DFAE Position: Q1 2026 in Review

XML Financial sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2026, closing a stake of 8,945 shares — an estimated $291K sold.

XML Financial first reported a position in DFAE in Q4 2025 and held it in 1 quarter. The position peaked at $291K in Q4 2025. 674 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • XML Financial reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2026 after selling out during the quarter.
  • XML Financial sold 8,945 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $291K.
  • XML Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and held it in 1 quarter.
  • XML Financial's Dimensional Emerging Core Equity Market ETF position peaked at $291K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.