PFA
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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
Q3 		$5.56M Sell
141,501
-4,481
-3% -$175K 0.92% 27
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

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Pettinga Financial Advisors's DFAE Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.1% in Q3 2026, selling an estimated $175K and leaving 141,501 shares worth $5.56M. The position accounts for 0.92% of the portfolio, ranked #27.

Pettinga Financial Advisors first reported a position in DFAE in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.87M in Q2 2026. 69 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Pettinga Financial Advisors held 141,501 shares of Dimensional Emerging Core Equity Market ETF worth $5.56M as of Q3 2026.
  • Pettinga Financial Advisors sold 4,481 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $175K.
  • Dimensional Emerging Core Equity Market ETF made up 0.92% of Pettinga Financial Advisors's portfolio in Q3 2026, its #27 holding.
  • Pettinga Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 16 quarters since.
  • Pettinga Financial Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $5.87M in Q2 2026.
  • 69 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.