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 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	$9.68M	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

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

Plan Group Financial's DFAE Position: Q2 2026 in Review

Plan Group Financial reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.3% in Q2 2026, selling an estimated $312K and leaving 102,329 shares worth $4.11M. The position accounts for 0.85% of the portfolio, ranked #33.

Plan Group Financial first reported a position in DFAE in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.7M in Q2 2023. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Plan Group Financial held 102,329 shares of Dimensional Emerging Core Equity Market ETF worth $4.11M as of Q2 2026.
Plan Group Financial sold 8,075 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $312K.
Dimensional Emerging Core Equity Market ETF made up 0.85% of Plan Group Financial's portfolio in Q2 2026, its #33 holding.
Plan Group Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and has held it in 13 quarters since.
Plan Group Financial's Dimensional Emerging Core Equity Market ETF position peaked at $12.7M in Q2 2023.
714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.