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Pinnacle Wealth Planning Services’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$27K Buy
+671
New +$26K ﹤0.01% 1643

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's DFAE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 671 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1643 among its holdings.

713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 671 shares of Dimensional Emerging Core Equity Market ETF worth $27K as of Q2 2026.
  • Dimensional Emerging Core Equity Market ETF was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1643 holding.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.