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

Partners in 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	$594K	Buy	17,544 +2,794	+19%	+$97.7K	0.1%	72
2025 Q4	$480K	Buy	14,750 +95	+0.6%	+$3.06K	0.08%	75
2025 Q3	$462K	Buy	14,655 +106	+0.7%	+$3.19K	0.08%	75
2025 Q2	$421K	Buy	+14,549	New	+$390K	0.08%	77

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

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

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 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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

FMI

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

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

Partners in Financial Planning increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 19% in Q1 2026, buying an estimated $97.7K and bringing the position to 17,544 shares worth $594K. The position accounts for 0.1% of the portfolio, ranked #72.

Partners in Financial Planning first reported a position in DFAE in Q2 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Partners in Financial Planning held 17,544 shares of Dimensional Emerging Core Equity Market ETF worth $594K as of Q1 2026.
Partners in Financial Planning bought 2,794 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $97.7K.
Dimensional Emerging Core Equity Market ETF made up 0.1% of Partners in Financial Planning's portfolio in Q1 2026, its #72 holding.
Partners in Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 4 quarters since.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.