My Personal CFO LLC’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

My Personal CFO LLC’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
2025 Q4	–	Sell	-9,031	Closed	-$285K	–	106
2025 Q3	$285K	Buy	+9,031	New	+$272K	0.11%	72
2023 Q1	–	Sell	-1,171	Closed	-$124K	–	252
2022 Q4	$124K	Buy	+1,171	New	+$24.9K	0.11%	82

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 $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

My Personal CFO LLC's DFAE Position: Q4 2025 in Review

My Personal CFO LLC sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2025, closing a stake of 9,031 shares — an estimated $285K sold.

My Personal CFO LLC first reported a position in DFAE in Q4 2022 and held it in 2 quarters. The position peaked at $285K in Q3 2025. 644 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

My Personal CFO LLC reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 9,031 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $285K.
My Personal CFO LLC first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 2 quarters.
My Personal CFO LLC's Dimensional Emerging Core Equity Market ETF position peaked at $285K in Q3 2025.
644 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.