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Platform Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Platform Wealth Management’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 		$3.11M Buy
+77,268
New +$2.99M 1.14% 23
2025
Q4 		$2.49M Buy
+76,446
New +$2.46M 0.66% 28

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

Platform Wealth Management's DFAE Position: Q2 2026 in Review

Platform Wealth Management opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 77,268 shares worth $3.11M. The stake represents 1.14% of the portfolio and ranks #23 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFAE as recently as Q4 2025.

Platform Wealth Management first reported a position in DFAE in Q4 2025 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Platform Wealth Management held 77,268 shares of Dimensional Emerging Core Equity Market ETF worth $3.11M as of Q2 2026.
  • Dimensional Emerging Core Equity Market ETF was a new Platform Wealth Management position in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 1.14% of Platform Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Platform Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.