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

Pinnacle Financial Group’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 		$2.55M Buy
75,421
+200
+0.3% +$6.99K 0.7% 35
2025
Q4 		$2.45M Buy
75,221
+1,790
+2% +$57.6K 0.71% 34
2025
Q3 		$2.32M Buy
73,431
+265
+0.4% +$7.98K 0.7% 37
2025
Q2 		$2.12M Buy
73,166
+427
+0.6% +$11.5K 0.71% 33
2025
Q1 		$1.88M Buy
72,739
+7,756
+12% +$201K 0.68% 32
2024
Q4 		$1.65M Buy
64,983
+798
+1% +$21.1K 0.65% 30
2024
Q3 		$1.76M Buy
64,185
+4,318
+7% +$113K 0.69% 30
2024
Q2 		$1.55M Sell
59,867
-2,642
-4% -$67K 0.66% 30
2024
Q1 		$1.55M Buy
62,509
+13,274
+27% +$318K 0.68% 30
2023
Q4 		$1.19M Sell
49,235
-2,900
-6% -$66.3K 0.61% 30
2023
Q3 		$1.18M Sell
52,135
-2,039
-4% -$48.1K 0.7% 28
2023
Q2 		$1.27M Buy
54,174
+913
+2% +$21.1K 0.72% 28
2023
Q1 		$1.23M Buy
53,261
+5,899
+12% +$136K 0.73% 29
2022
Q4 		$1.04M Buy
47,362
+13,436
+40% +$286K 0.73% 29
2022
Q3 		$682K Buy
33,926
+4,637
+16% +$105K 0.59% 27
2022
Q2 		$678K Buy
29,289
+15,159
+107% +$371K 0.58% 27
2022
Q1 		$371K Buy
14,130
+3,233
+30% +$86.7K 0.3% 41
2021
Q4 		$298K Buy
+10,897
New +$299K 0.23% 49

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 Financial Group's DFAE Position: Q1 2026 in Review

Pinnacle Financial Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.27% in Q1 2026, buying an estimated $6.99K and bringing the position to 75,421 shares worth $2.55M. The position accounts for 0.7% of the portfolio, ranked #35.

Pinnacle Financial Group first reported a position in DFAE in Q4 2021 and has held it in 18 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Pinnacle Financial Group held 75,421 shares of Dimensional Emerging Core Equity Market ETF worth $2.55M as of Q1 2026.
  • Pinnacle Financial Group bought 200 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $6.99K.
  • Dimensional Emerging Core Equity Market ETF made up 0.7% of Pinnacle Financial Group's portfolio in Q1 2026, its #35 holding.
  • Pinnacle Financial Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.