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

Pinnacle Bancorp’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	$204K	Buy	5,199 +1,338	+35%	+$52.2K	0.05%	250
2026 Q2	$155K	Buy	3,861 +2,376	+160%	+$91.9K	0.04%	278
2026 Q1	$50.3K	Buy	1,485 +1,000	+206%	+$35K	0.01%	455
2025 Q4	$15.8K	Sell	485 -10	-2%	-$322	﹤0.01%	623
2025 Q3	$15.6K	Hold	495	–	–	﹤0.01%	660
2025 Q2	$14.3K	Hold	495	–	–	﹤0.01%	656
2025 Q1	$12.8K	Hold	495	–	–	﹤0.01%	655
2024 Q4	$12.6K	Buy	495 +165	+50%	+$4.37K	﹤0.01%	654
2024 Q3	$9.04K	Sell	330 -1,245	-79%	-$32.5K	﹤0.01%	703
2024 Q2	$40.7K	Buy	1,575 +240	+18%	+$6.08K	0.01%	438
2024 Q1	$33K	Buy	1,335 +90	+7%	+$2.16K	0.01%	475
2023 Q4	$30K	Hold	1,245	–	–	0.01%	467
2023 Q3	$28.5K	Buy	+1,245	New	+$29.4K	0.01%	459

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

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

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Pinnacle Bancorp's DFAE Position: Q3 2026 in Review

Pinnacle Bancorp increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 35% in Q3 2026, buying an estimated $52.2K and bringing the position to 5,199 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #250.

Pinnacle Bancorp first reported a position in DFAE in Q3 2023 and has held it in 13 quarters since. 260 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Pinnacle Bancorp held 5,199 shares of Dimensional Emerging Core Equity Market ETF worth $204K as of Q3 2026.
Pinnacle Bancorp bought 1,338 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $52.2K.
Dimensional Emerging Core Equity Market ETF made up 0.05% of Pinnacle Bancorp's portfolio in Q3 2026, its #250 holding.
Pinnacle Bancorp first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2023 and has held it in 13 quarters since.
260 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.