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

Zhang 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
Q2 		$2.59M Sell
64,482
-496
-0.8% -$19.2K 0.08% 122
2026
Q1 		$2.2M Buy
64,978
+47
+0.1% +$1.64K 0.08% 120
2025
Q4 		$2.11M Sell
64,931
-784
-1% -$25.2K 0.08% 119
2025
Q3 		$2.07M Sell
65,715
-2,578
-4% -$77.7K 0.08% 119
2025
Q2 		$1.98M Buy
68,293
+9,006
+15% +$242K 0.09% 112
2025
Q1 		$1.53M Sell
59,287
-928
-2% -$24.1K 0.08% 126
2024
Q4 		$1.53M Buy
60,215
+294
+0.5% +$7.78K 0.09% 120
2024
Q3 		$1.64M Sell
59,921
-4,658
-7% -$121K 0.1% 103
2024
Q2 		$1.67M Sell
64,579
-6,397
-9% -$162K 0.12% 95
2024
Q1 		$1.75M Buy
70,976
+34
+0% +$815 0.13% 93
2023
Q4 		$1.71M Buy
70,942
+22,235
+46% +$508K 0.15% 86
2023
Q3 		$1.1M Sell
48,707
-1,873
-4% -$44.2K 0.11% 106
2023
Q2 		$1.19M Sell
50,580
-7,670
-13% -$177K 0.12% 100
2023
Q1 		$1.34M Sell
58,250
-237
-0.4% -$5.46K 0.15% 83
2022
Q4 		$1.28M Buy
58,487
+43,743
+297% +$931K 0.16% 78
2022
Q3 		$296K Buy
+14,744
New +$333K 0.04% 178

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

Zhang Financial's DFAE Position: Q2 2026 in Review

Zhang Financial reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.76% in Q2 2026, selling an estimated $19.2K and leaving 64,482 shares worth $2.59M. The position accounts for 0.08% of the portfolio, ranked #122.

Zhang Financial first reported a position in DFAE in Q3 2022 and has held it in 16 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Zhang Financial held 64,482 shares of Dimensional Emerging Core Equity Market ETF worth $2.59M as of Q2 2026.
  • Zhang Financial sold 496 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $19.2K.
  • Dimensional Emerging Core Equity Market ETF made up 0.08% of Zhang Financial's portfolio in Q2 2026, its #122 holding.
  • Zhang Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.