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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
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 $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 $564B 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