DecisionPoint Financial
DFAE icon

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

DecisionPoint Financial’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
Q3 		$8.86M Sell
225,315
-7,114
-3% -$278K 1.54% 12
2026
Q2 		$9.12M Sell
232,429
-15,502
-6% -$600K 1.69% 12
2026
Q1 		$8.39M Sell
247,931
-430
-0.2% -$15K 1.81% 12
2025
Q4 		$8.09M Sell
248,361
-8,405
-3% -$270K 1.78% 12
2025
Q3 		$8.16M Sell
256,766
-9,797
-4% -$295K 1.9% 12
2025
Q2 		$7.74M Buy
266,563
+53,331
+25% +$1.43M 1.98% 11
2025
Q1 		$5.52M Sell
213,232
-4,044
-2% -$105K 1.6% 11
2024
Q4 		$5.51M Buy
217,276
+10,692
+5% +$283K 1.68% 11
2024
Q3 		$5.66M Sell
206,584
-5,562
-3% -$145K 1.79% 11
2024
Q2 		$5.53M Buy
212,146
+4,236
+2% +$107K 1.86% 11
2024
Q1 		$5.17M Buy
207,910
+4,745
+2% +$114K 2.06% 10
2023
Q4 		$4.9M Buy
203,165
+96
+0% +$2.19K 2.1% 10
2023
Q3 		$4.58M Sell
203,069
-3,459
-2% -$81.6K 2.4% 9
2023
Q2 		$4.85M Buy
206,528
+23,182
+13% +$536K 2.52% 9
2023
Q1 		$4.22M Buy
183,346
+9,711
+6% +$224K 2.44% 9
2022
Q4 		$3.81M Buy
+173,635
New +$3.69M 2.32% 9

Other funds holding DFAE

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

DecisionPoint Financial's DFAE Position: Q3 2026 in Review

DecisionPoint Financial reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.1% in Q3 2026, selling an estimated $278K and leaving 225,315 shares worth $8.86M. The position accounts for 1.54% of the portfolio, ranked #12.

DecisionPoint Financial first reported a position in DFAE in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.12M in Q2 2026. 286 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • DecisionPoint Financial held 225,315 shares of Dimensional Emerging Core Equity Market ETF worth $8.86M as of Q3 2026.
  • DecisionPoint Financial sold 7,114 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $278K.
  • Dimensional Emerging Core Equity Market ETF made up 1.54% of DecisionPoint Financial's portfolio in Q3 2026, its #12 holding.
  • DecisionPoint Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
  • DecisionPoint Financial's Dimensional Emerging Core Equity Market ETF position peaked at $9.12M in Q2 2026.
  • 286 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.