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

Pinnacle Family 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
Q1 		$395K Sell
11,657
-35
-0.3% -$1.22K 0.19% 87
2025
Q4 		$381K Sell
11,692
-436
-4% -$14K 0.17% 95
2025
Q3 		$382K Sell
12,128
-54
-0.4% -$1.63K 0.17% 88
2025
Q2 		$353K Buy
12,182
+157
+1% +$4.21K 0.17% 87
2025
Q1 		$311K Buy
12,025
+402
+3% +$10.4K 0.17% 88
2024
Q4 		$295K Buy
11,623
+181
+2% +$4.79K 0.14% 92
2024
Q3 		$314K Sell
11,442
-160
-1% -$4.17K 0.16% 99
2024
Q2 		$300K Buy
11,602
+1,427
+14% +$36.2K 0.17% 92
2024
Q1 		$252K Buy
10,175
+302
+3% +$7.24K 0.13% 84
2023
Q4 		$238K Buy
9,873
+283
+3% +$6.47K 0.14% 85
2023
Q3 		$216K Sell
9,590
-12
-0.1% -$283 0.12% 85
2023
Q2 		$225K Sell
9,602
-122
-1% -$2.82K 0.12% 93
2023
Q1 		$224K Sell
9,724
-45
-0.5% -$1.04K 0.14% 90
2022
Q4 		$214K Buy
+9,769
New +$208K 0.15% 86
2022
Q3 		– Sell
-9,506
Closed -$220K – 80
2022
Q2 		$220K Buy
9,506
+152
+2% +$3.72K 0.18% 81
2022
Q1 		$245K Buy
9,354
+72
+0.8% +$1.93K 0.13% 102
2021
Q4 		$254K Sell
9,282
-203
-2% -$5.58K 0.12% 89
2021
Q3 		$258K Sell
9,485
-14,977
-61% -$423K 0.12% 118
2021
Q2 		$725K Buy
+24,462
New +$710K 0.32% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Pinnacle Family Advisors's DFAE Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.3% in Q1 2026, selling an estimated $1.22K and leaving 11,657 shares worth $395K. The position accounts for 0.19% of the portfolio, ranked #87.

Pinnacle Family Advisors first reported a position in DFAE in Q2 2021 and has held it in 19 quarters since. The position peaked at $725K in Q2 2021. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Pinnacle Family Advisors held 11,657 shares of Dimensional Emerging Core Equity Market ETF worth $395K as of Q1 2026.
  • Pinnacle Family Advisors sold 35 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.22K.
  • Dimensional Emerging Core Equity Market ETF made up 0.19% of Pinnacle Family Advisors's portfolio in Q1 2026, its #87 holding.
  • Pinnacle Family Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2021 and has held it in 19 quarters since.
  • Pinnacle Family Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $725K in Q2 2021.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.