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

Essential 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 		$9.35M Sell
232,434
-8,704
-4% -$337K 2.64% 11
2026
Q1 		$8.16M Sell
241,138
-2,960
-1% -$103K 2.6% 11
2025
Q4 		$7.95M Sell
244,098
-7,674
-3% -$247K 2.54% 9
2025
Q3 		$7.94M Sell
251,772
-4,301
-2% -$130K 2.73% 6
2025
Q2 		$7.41M Buy
256,073
+4,670
+2% +$125K 2.76% 7
2025
Q1 		$6.51M Sell
251,403
-15,292,921
-98% -$397M 2.62% 8
2024
Q4 		$411M Buy
15,544,324
+15,300,066
+6,264% +$405M 2.68% 7
2024
Q3 		$6.7M Buy
244,258
+5,653
+2% +$147K 2.75% 7
2024
Q2 		$6.17M Buy
238,605
+27,345
+13% +$693K 2.72% 7
2024
Q1 		$5.09M Buy
211,260
+404
+0.2% +$9.68K 2.55% 8
2023
Q4 		$5.08M Buy
210,856
+6,676
+3% +$153K 2.57% 8
2023
Q3 		$4.62M Buy
204,180
+17,489
+9% +$412K 2.56% 10
2023
Q2 		$4.38M Buy
186,691
+4,213
+2% +$97.4K 2.5% 12
2023
Q1 		$4.2M Buy
182,478
+46,615
+34% +$1.07M 2.54% 11
2022
Q4 		$2.73M Buy
+135,863
New +$2.89M 2.1% 12

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

Essential Planning's DFAE Position: Q2 2026 in Review

Essential Planning reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.6% in Q2 2026, selling an estimated $337K and leaving 232,434 shares worth $9.35M. The position accounts for 2.64% of the portfolio, ranked #11.

Essential Planning first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. The position peaked at $411M in Q4 2024. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Essential Planning held 232,434 shares of Dimensional Emerging Core Equity Market ETF worth $9.35M as of Q2 2026.
  • Essential Planning sold 8,704 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $337K.
  • Dimensional Emerging Core Equity Market ETF made up 2.64% of Essential Planning's portfolio in Q2 2026, its #11 holding.
  • Essential Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Essential Planning's Dimensional Emerging Core Equity Market ETF position peaked at $411M in Q4 2024.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.