Pinnacle Wealth Management Advisory Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Pinnacle Wealth Management Advisory 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	$6.36M	Sell	187,793 -28,780	-13%	-$1.01M	0.43%	50
2025 Q4	$7.05M	Hold	216,573	–	–	0.49%	47
2025 Q3	$6.83M	Hold	216,573	–	–	0.51%	47
2025 Q2	$6.27M	Buy	216,573 +7,242	+3%	+$194K	0.52%	48
2025 Q1	$5.42M	Buy	209,331 +1,286	+0.6%	+$33.4K	0.51%	50
2024 Q4	$5.28M	Buy	208,045 +1,603	+0.8%	+$42.4K	0.49%	50
2024 Q3	$5.66M	Sell	206,442 -2,163	-1%	-$56.4K	0.54%	45
2024 Q2	$5.4M	Sell	208,605 -5,375	-3%	-$136K	0.56%	42
2024 Q1	$5.29M	Sell	213,980 -1,395	-0.6%	-$33.4K	0.57%	41
2023 Q4	$5.19M	Sell	215,375 -5,510	-2%	-$126K	0.61%	41
2023 Q3	$4.99M	Hold	220,885	–	–	0.65%	36
2023 Q2	$5.18M	Buy	220,885 +4,040	+2%	+$93.4K	0.64%	39
2023 Q1	$4.99M	Buy	+216,845	New	+$5M	0.67%	38

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 Wealth Management Advisory Group's DFAE Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 13% in Q1 2026, selling an estimated $1.01M and leaving 187,793 shares worth $6.36M. The position accounts for 0.43% of the portfolio, ranked #50.

Pinnacle Wealth Management Advisory Group first reported a position in DFAE in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.05M in Q4 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 187,793 shares of Dimensional Emerging Core Equity Market ETF worth $6.36M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 28,780 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $1.01M.
Dimensional Emerging Core Equity Market ETF made up 0.43% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #50 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 13 quarters since.
Pinnacle Wealth Management Advisory Group's Dimensional Emerging Core Equity Market ETF position peaked at $7.05M in Q4 2025.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.