Avantax Planning Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Avantax Planning Partners’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	$17.1M	Sell	426,473 -27,964	-6%	-$1.08M	0.43%	37
2026 Q1	$15.4M	Sell	454,437 -13,382	-3%	-$468K	0.42%	37
2025 Q4	$15.2M	Sell	467,819 -24,195	-5%	-$779K	0.43%	37
2025 Q3	$15.5M	Sell	492,014 -14,670	-3%	-$442K	0.44%	39
2025 Q2	$14.7M	Buy	506,684 +222,481	+78%	+$5.97M	0.47%	39
2025 Q1	$7.36M	Buy	284,203 +245,930	+643%	+$6.38M	0.26%	70
2024 Q4	$971K	Buy	+38,273	New	+$1.01M	0.04%	185

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

Avantax Planning Partners's DFAE Position: Q2 2026 in Review

Avantax Planning Partners reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 6.2% in Q2 2026, selling an estimated $1.08M and leaving 426,473 shares worth $17.1M. The position accounts for 0.43% of the portfolio, ranked #37.

Avantax Planning Partners first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Avantax Planning Partners held 426,473 shares of Dimensional Emerging Core Equity Market ETF worth $17.1M as of Q2 2026.
Avantax Planning Partners sold 27,964 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.08M.
Dimensional Emerging Core Equity Market ETF made up 0.43% of Avantax Planning Partners's portfolio in Q2 2026, its #37 holding.
Avantax Planning Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.