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

Elser 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	$6.72M	Sell	167,131 -3,162	-2%	-$122K	0.29%	23
2026 Q1	$5.7M	Buy	+170,293	New	+$5.95M	0.28%	25
2025 Q1	–	Sell	-70,397	Closed	-$1.79M	–	73
2024 Q4	$1.79M	Buy	+70,397	New	+$1.86M	0.11%	30
2024 Q3	–	Sell	-70,277	Closed	-$1.82M	–	73
2024 Q2	$1.82M	Buy	+70,277	New	+$1.78M	0.3%	28

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

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

Elser Financial Planning reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.9% in Q2 2026, selling an estimated $122K and leaving 167,131 shares worth $6.72M. The position accounts for 0.29% of the portfolio, ranked #23.

Elser Financial Planning first reported a position in DFAE in Q2 2024 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Elser Financial Planning held 167,131 shares of Dimensional Emerging Core Equity Market ETF worth $6.72M as of Q2 2026.
Elser Financial Planning sold 3,162 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $122K.
Dimensional Emerging Core Equity Market ETF made up 0.29% of Elser Financial Planning's portfolio in Q2 2026, its #23 holding.
Elser Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 4 quarters since.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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