EFP
DFAE icon

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

Envision 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
Q1 		$15.7M Buy
464,671
+1,983
+0.4% +$69.3K 5.69% 7
2025
Q4 		$15.1M Sell
462,688
-13,562
-3% -$436K 5.7% 8
2025
Q3 		$15M Buy
476,250
+5,045
+1% +$152K 6.37% 6
2025
Q2 		$13.6M Sell
471,205
-30,373
-6% -$815K 6.38% 7
2025
Q1 		$13M Buy
501,578
+14,765
+3% +$383K 6.62% 6
2024
Q4 		$12.4M Buy
486,813
+9,133
+2% +$242K 6.38% 6
2024
Q3 		$13.1M Buy
477,680
+49,310
+12% +$1.29M 6.89% 6
2024
Q2 		$11.1M Buy
428,370
+20,371
+5% +$516K 8.46% 4
2024
Q1 		$10.1M Buy
407,999
+55,502
+16% +$1.33M 8.14% 4
2023
Q4 		$8.5M Sell
352,497
-14,038
-4% -$321K 7.44% 7
2023
Q3 		$8.27M Buy
+366,535
New +$8.64M 8.19% 4

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Envision Financial Planning's DFAE Position: Q1 2026 in Review

Envision Financial Planning increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.43% in Q1 2026, buying an estimated $69.3K and bringing the position to 464,671 shares worth $15.7M. The position accounts for 5.69% of the portfolio, ranked #7.

Envision Financial Planning first reported a position in DFAE in Q3 2023 and has held it in 11 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Envision Financial Planning held 464,671 shares of Dimensional Emerging Core Equity Market ETF worth $15.7M as of Q1 2026.
  • Envision Financial Planning bought 1,983 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $69.3K.
  • Dimensional Emerging Core Equity Market ETF made up 5.69% of Envision Financial Planning's portfolio in Q1 2026, its #7 holding.
  • Envision Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2023 and has held it in 11 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.