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 Q3	$7.04M	Hold	179,163	–	–	0.08%	231
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Pinnacle Associates's DFAE Position: Q3 2026 in Review

Pinnacle Associates held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q3 2026 at 179,163 shares worth $7.04M. The position accounts for 0.08% of the portfolio, ranked #231.

Pinnacle Associates first reported a position in DFAE in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.2M in Q2 2026. 337 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Pinnacle Associates held 179,163 shares of Dimensional Emerging Core Equity Market ETF worth $7.04M as of Q3 2026.
Pinnacle Associates left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q3 2026.
Dimensional Emerging Core Equity Market ETF made up 0.08% of Pinnacle Associates's portfolio in Q3 2026, its #231 holding.
Pinnacle Associates first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 15 quarters since.
Pinnacle Associates's Dimensional Emerging Core Equity Market ETF position peaked at $7.2M in Q2 2026.
337 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.