Poinciana Advisors Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Poinciana Advisors Group’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	$409K	Sell	10,180 -245	-2%	-$9.48K	0.3%	57
2026 Q1	$353K	Hold	10,425	–	–	0.28%	63
2025 Q4	$340K	Buy	10,425 +653	+7%	+$21K	0.27%	64
2025 Q3	$308K	Buy	9,772 +488	+5%	+$14.7K	0.26%	68
2025 Q2	$269K	Buy	9,284 +1,436	+18%	+$38.5K	0.24%	82
2025 Q1	$203K	Buy	+7,848	New	+$204K	0.21%	98

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

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

WTB

Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Poinciana Advisors Group's DFAE Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.4% in Q2 2026, selling an estimated $9.48K and leaving 10,180 shares worth $409K. The position accounts for 0.3% of the portfolio, ranked #57.

Poinciana Advisors Group first reported a position in DFAE in Q1 2025 and has held it in 6 quarters since. 496 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Poinciana Advisors Group held 10,180 shares of Dimensional Emerging Core Equity Market ETF worth $409K as of Q2 2026.
Poinciana Advisors Group sold 245 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $9.48K.
Dimensional Emerging Core Equity Market ETF made up 0.3% of Poinciana Advisors Group's portfolio in Q2 2026, its #57 holding.
Poinciana Advisors Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
496 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.