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Abacus Planning Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Abacus Planning Group’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 		$903K Buy
26,665
+7,744
+41% +$271K 0.12% 92
2025
Q4 		$616K Buy
18,921
+3,259
+21% +$105K 0.08% 112
2025
Q3 		$494K Buy
15,662
+1,787
+13% +$53.8K 0.07% 131
2025
Q2 		$402K Buy
13,875
+130
+0.9% +$3.49K 0.06% 146
2025
Q1 		$356K Buy
13,745
+1,750
+15% +$45.4K 0.06% 150
2024
Q4 		$304K Buy
11,995
+31
+0.3% +$820 0.05% 165
2024
Q3 		$328K Buy
11,964
+50
+0.4% +$1.3K 0.06% 159
2024
Q2 		$308K Buy
11,914
+36
+0.3% +$912 0.06% 151
2024
Q1 		$294K Buy
+11,878
New +$285K 0.06% 154

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return