Pinney & Scofield’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Pinney & Scofield’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	$426K	Buy	10,602 +1,228	+13%	+$47.5K	0.21%	37
2026 Q1	$317K	Buy	9,374 +905	+11%	+$31.6K	0.17%	41
2025 Q4	$276K	Buy	8,469 +247	+3%	+$7.95K	0.16%	42
2025 Q3	$259K	Buy	8,222 +56	+0.7%	+$1.69K	0.16%	46
2025 Q2	$236K	Buy	8,166 +1,599	+24%	+$42.9K	0.16%	47
2025 Q1	$170K	Buy	6,567 +1,191	+22%	+$30.9K	0.12%	53
2024 Q4	$136K	Buy	+5,376	New	+$142K	0.1%	60

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pinney & Scofield's DFAE Position: Q2 2026 in Review

Pinney & Scofield increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 13% in Q2 2026, buying an estimated $47.5K and bringing the position to 10,602 shares worth $426K. The position accounts for 0.21% of the portfolio, ranked #37.

Pinney & Scofield first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Pinney & Scofield held 10,602 shares of Dimensional Emerging Core Equity Market ETF worth $426K as of Q2 2026.
Pinney & Scofield bought 1,228 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $47.5K.
Dimensional Emerging Core Equity Market ETF made up 0.21% of Pinney & Scofield's portfolio in Q2 2026, its #37 holding.
Pinney & Scofield first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.