DFAE — DFA Emerging Mkt Core Equity ETF

Ownership history in Newman Dignan & Sheerar, Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Newman Dignan & Sheerar, Inc. reported a position in DFA Emerging Mkt Core Equity ETF (DFAE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.57% (2025 Q4)
Avg. % of fund
1.71%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 378,225 +27,359 +7.8% 2.57% $12.3M $32.57
2025 Q3 ADDED 350,866 +3,870 +1.1% 2.39% $11.1M $31.33
2025 Q2 REDUCED 346,996 -590 -0.2% 2.31% $10.0M $28.56
2025 Q1 UNCHANGED 347,586 — 0% 2.26% $8.8M $25.33
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAE price (monthly, adj. close)

Other funds also holding DFAE

As of 2025 Q4 — sorted by position size

Chico Wealth RIA 3Y 9.36% Aquire Wealth Advisors, LLC 3Y 9.16% Morling Financial Advisors, LLC 3Y 7.77% CPA Asset Management Group, LLC 3Y 7.67% RAM Investment Partners, LLC 7.59% Avondale Wealth Management 3Y 7Y 6.46% Great Point Wealth Advisors, LLC 3Y 7Y 6.4% Pioneer Wealth Management Group 6.05% Keyes, Stange & Wooten Wealth Management, LLC 6.01% Creative Capital Management Investments LLC 3Y 5.92%
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