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

Plan Group Financial’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 Q3	$3.2M	Sell	85,244 -17,085	-17%	-$667K	0.63%	53
2026 Q2	$4.11M	Sell	102,329 -8,075	-7%	-$312K	0.85%	33
2026 Q1	$3.74M	Sell	110,404 -34,326	-24%	-$1.2M	0.88%	36
2025 Q4	$4.71M	Sell	144,730 -44,454	-23%	-$1.43M	1.22%	26
2025 Q3	$5.96M	Sell	189,184 -82,749	-30%	-$2.49M	1.6%	13
2025 Q2	$7.87M	Sell	271,933 -115,285	-30%	-$3.09M	2.59%	7
2025 Q1	$10M	Buy	387,218 +72,292	+23%	+$1.88M	3.58%	7
2024 Q4	$7.99M	Buy	314,926 +726	+0.2%	+$19.2K	4.22%	6
2024 Q3	$8.61M	Buy	314,200 +17,099	+6%	+$446K	4.55%	5
2024 Q2	$7.69M	Buy	297,101 +15,904	+6%	+$403K	4.7%	6
2024 Q1	$6.95M	Buy	281,197 +37,463	+15%	+$898K	4.56%	5
2023 Q4	$5.88M	Sell	243,734 -185,098	-43%	-$4.23M	5.16%	5
2023 Q3	$9.7M	Sell	428,832 -107,637	-20%	-$2.54M	6.97%	3
2023 Q2	$12.7M	Buy	+536,469	New	+$12.4M	10.62%	2

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Plan Group Financial's DFAE Position: Q3 2026 in Review

Plan Group Financial reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 17% in Q3 2026, selling an estimated $667K and leaving 85,244 shares worth $3.2M. The position accounts for 0.63% of the portfolio, ranked #53.

Plan Group Financial first reported a position in DFAE in Q2 2023 and has held it in 14 quarters since. The position peaked at $12.7M in Q2 2023. 244 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Plan Group Financial held 85,244 shares of Dimensional Emerging Core Equity Market ETF worth $3.2M as of Q3 2026.
Plan Group Financial sold 17,085 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $667K.
Dimensional Emerging Core Equity Market ETF made up 0.63% of Plan Group Financial's portfolio in Q3 2026, its #53 holding.
Plan Group Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and has held it in 14 quarters since.
Plan Group Financial's Dimensional Emerging Core Equity Market ETF position peaked at $12.7M in Q2 2023.
244 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.