Pettinga Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Pettinga Financial Advisors’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	$5.87M	Sell	145,982 -1,618	-1%	-$62.6K	0.94%	26
2026 Q1	$5M	Buy	147,600 +111	+0.1%	+$3.88K	0.94%	28
2025 Q4	$4.8M	Sell	147,489 -1,852	-1%	-$59.6K	0.91%	29
2025 Q3	$4.71M	Buy	149,341 +5,226	+4%	+$157K	0.92%	29
2025 Q2	$4.17M	Buy	144,115 +798	+0.6%	+$21.4K	0.91%	28
2025 Q1	$3.71M	Sell	143,317 -11,961	-8%	-$310K	0.87%	30
2024 Q4	$3.94M	Sell	155,278 -2,470	-2%	-$65.4K	0.89%	27
2024 Q3	$4.32M	Buy	157,748 +2,167	+1%	+$56.5K	1.02%	26
2024 Q2	$4.02M	Buy	155,581 +44,255	+40%	+$1.12M	1.01%	26
2024 Q1	$2.75M	Buy	111,326 +94,112	+547%	+$2.26M	0.7%	35
2023 Q4	$415K	Sell	17,214 -5,274	-23%	-$121K	0.11%	84
2023 Q3	$508K	Buy	22,488 +11,527	+105%	+$272K	0.15%	59
2023 Q2	$257K	Buy	10,961 +561	+5%	+$13K	0.08%	90
2023 Q1	$239K	Sell	10,400 -18,190	-64%	-$419K	0.07%	88
2022 Q4	$628K	Buy	+28,590	New	+$608K	0.2%	62

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 $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pettinga Financial Advisors's DFAE Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.1% in Q2 2026, selling an estimated $62.6K and leaving 145,982 shares worth $5.87M. The position accounts for 0.94% of the portfolio, ranked #26.

Pettinga Financial Advisors first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Pettinga Financial Advisors held 145,982 shares of Dimensional Emerging Core Equity Market ETF worth $5.87M as of Q2 2026.
Pettinga Financial Advisors sold 1,618 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $62.6K.
Dimensional Emerging Core Equity Market ETF made up 0.94% of Pettinga Financial Advisors's portfolio in Q2 2026, its #26 holding.
Pettinga Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.