BPI
DFAE icon

BFC Planning, Inc.’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

BFC Planning, Inc.’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 		$8.97K Hold
223
– – ﹤0.01% 2422
2026
Q1 		$7.55K Buy
+223
New +$7.8K ﹤0.01% 2151

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BFC Planning, Inc.'s DFAE Position: Q2 2026 in Review

BFC Planning, Inc. held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 223 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

BFC Planning, Inc. first reported a position in DFAE in Q1 2026 and has held it in 2 quarters since. 721 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • BFC Planning, Inc. held 223 shares of Dimensional Emerging Core Equity Market ETF worth $8.97K as of Q2 2026.
  • BFC Planning, Inc. left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2422 holding.
  • BFC Planning, Inc. first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 721 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.