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 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 $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

Pinney & Scofield's DFAE Position: Q1 2026 in Review

Pinney & Scofield increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 11% in Q1 2026, buying an estimated $31.6K and bringing the position to 9,374 shares worth $317K. The position accounts for 0.17% of the portfolio, ranked #41.

Pinney & Scofield first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Pinney & Scofield held 9,374 shares of Dimensional Emerging Core Equity Market ETF worth $317K as of Q1 2026.
Pinney & Scofield bought 905 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $31.6K.
Dimensional Emerging Core Equity Market ETF made up 0.17% of Pinney & Scofield's portfolio in Q1 2026, its #41 holding.
Pinney & Scofield first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.