Action Point Financial Planning’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Action Point Financial Planning’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	$9.13M	Buy	227,032 +198,984	+709%	+$7.7M	0.93%	25
2026 Q1	$950K	Buy	+28,048	New	+$981K	0.85%	25

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Action Point Financial Planning's DFAE Position: Q2 2026 in Review

Action Point Financial Planning increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 709% in Q2 2026, buying an estimated $7.7M and bringing the position to 227,032 shares worth $9.13M. The position accounts for 0.93% of the portfolio, ranked #25.

Action Point Financial Planning first reported a position in DFAE in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Action Point Financial Planning held 227,032 shares of Dimensional Emerging Core Equity Market ETF worth $9.13M as of Q2 2026.
Action Point Financial Planning bought 198,984 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $7.7M.
Dimensional Emerging Core Equity Market ETF made up 0.93% of Action Point Financial Planning's portfolio in Q2 2026, its #25 holding.
Action Point Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
712 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.