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

Arnold 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 		$940K Sell
23,379
-1,977
-8% -$76.5K 0.7% 18
2026
Q1 		$859K Sell
25,356
-1,129
-4% -$39.5K 0.8% 16
2025
Q4 		$863K Buy
+26,485
New +$852K 0.89% 16

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

Arnold Financial Planning's DFAE Position: Q2 2026 in Review

Arnold Financial Planning reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.8% in Q2 2026, selling an estimated $76.5K and leaving 23,379 shares worth $940K. The position accounts for 0.7% of the portfolio, ranked #18.

Arnold Financial Planning first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Arnold Financial Planning held 23,379 shares of Dimensional Emerging Core Equity Market ETF worth $940K as of Q2 2026.
  • Arnold Financial Planning sold 1,977 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $76.5K.
  • Dimensional Emerging Core Equity Market ETF made up 0.7% of Arnold Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Arnold Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Arnold Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.