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Pinnacle Associates’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Pinnacle Associates’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 		$7.2M Sell
179,163
-8,630
-5% -$334K 0.08% 227
2026
Q1 		$6.36M Sell
187,793
-28,780
-13% -$1.01M 0.08% 227
2025
Q4 		$7.05M Hold
216,573
– – 0.09% 215
2025
Q3 		$6.83M Hold
216,573
– – 0.09% 213
2025
Q2 		$6.27M Buy
216,573
+7,242
+3% +$194K 0.09% 205
2025
Q1 		$5.42M Buy
209,331
+1,181
+0.6% +$30.7K 0.08% 227
2024
Q4 		$5.28M Sell
208,150
-7,330
-3% -$194K 0.07% 234
2024
Q3 		$5.2M Buy
215,480
+6,770
+3% +$177K 0.09% 231
2024
Q2 		$5.4M Sell
208,710
-5,375
-3% -$136K 0.08% 237
2024
Q1 		$5.29M Sell
214,085
-1,395
-0.6% -$33.4K 0.08% 238
2023
Q4 		$5.2M Sell
215,480
-5,510
-2% -$126K 0.09% 234
2023
Q3 		$4.99M Hold
220,990
– – 0.09% 224
2023
Q2 		$5.18M Buy
220,990
+4,145
+2% +$95.9K 0.09% 229
2023
Q1 		$4.99M Buy
+216,845
New +$5M 0.1% 206

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pinnacle Associates's DFAE Position: Q2 2026 in Review

Pinnacle Associates reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.6% in Q2 2026, selling an estimated $334K and leaving 179,163 shares worth $7.2M. The position accounts for 0.08% of the portfolio, ranked #227.

Pinnacle Associates first reported a position in DFAE in Q1 2023 and has held it in 14 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Pinnacle Associates held 179,163 shares of Dimensional Emerging Core Equity Market ETF worth $7.2M as of Q2 2026.
  • Pinnacle Associates sold 8,630 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $334K.
  • Dimensional Emerging Core Equity Market ETF made up 0.08% of Pinnacle Associates's portfolio in Q2 2026, its #227 holding.
  • Pinnacle Associates first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.