PL
DFAE icon

Plancorp LLC’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Plancorp LLC’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 		$8.83M Buy
231,497
+106,001
+84% +$4.1M 0.22% 51
2026
Q1 		$4.53M Buy
125,496
+1
+0% +$35 0.13% 66
2025
Q4 		$4.09M Buy
125,495
+48
+0% +$1.54K 0.12% 65
2025
Q3 		$3.96M Buy
125,447
+50
+0% +$1.51K 0.12% 72
2025
Q2 		$3.63M Buy
125,397
+2
+0% +$54 0.13% 69
2025
Q1 		$3.25M Buy
125,395
+1
+0% +$26 0.13% 68
2024
Q4 		$3.18M Buy
125,394
+62,056
+98% +$1.64M 0.13% 59
2024
Q3 		$1.74M Buy
63,338
+29
+0% +$756 0.07% 92
2024
Q2 		$1.64M Buy
63,309
+10,554
+20% +$267K 0.07% 94
2024
Q1 		$1.3M Buy
52,755
+17,332
+49% +$415K 0.06% 107
2023
Q4 		$854K Buy
+35,423
New +$810K 0.04% 121

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

Plancorp LLC's DFAE Position: Q2 2026 in Review

Plancorp LLC increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 84% in Q2 2026, buying an estimated $4.1M and bringing the position to 231,497 shares worth $8.83M. The position accounts for 0.22% of the portfolio, ranked #51.

Plancorp LLC first reported a position in DFAE in Q4 2023 and has held it in 11 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Plancorp LLC held 231,497 shares of Dimensional Emerging Core Equity Market ETF worth $8.83M as of Q2 2026.
  • Plancorp LLC bought 106,001 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $4.1M.
  • Dimensional Emerging Core Equity Market ETF made up 0.22% of Plancorp LLC's portfolio in Q2 2026, its #51 holding.
  • Plancorp LLC first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.