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PFG Private Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

PFG Private Wealth Management’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
-178,813
Closed -$5.64M – 92
2025
Q3 		$5.64M Buy
+178,813
New +$5.39M 2.51% 9

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Corient Private Wealth
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

PFG Private Wealth Management's DFAE Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2025, closing a stake of 178,813 shares — an estimated $5.64M sold.

PFG Private Wealth Management first reported a position in DFAE in Q3 2025 and held it in 1 quarter. The position peaked at $5.64M in Q3 2025. 642 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 178,813 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $5.64M.
  • PFG Private Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $5.64M in Q3 2025.
  • 642 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.