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Presidio Capital Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Presidio Capital 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 		$420K Sell
10,449
-583
-5% -$22.6K 0.11% 51
2026
Q1 		$374K Buy
11,032
+2,568
+30% +$89.8K 0.11% 47
2025
Q4 		$276K Sell
8,464
-41
-0.5% -$1.32K 0.08% 57
2025
Q3 		$268K Sell
8,505
-2,019
-19% -$60.8K 0.09% 54
2025
Q2 		$305K Sell
10,524
-736
-7% -$19.8K 0.12% 51
2025
Q1 		$292K Sell
11,260
-5,557
-33% -$144K 0.12% 50
2024
Q4 		$427K Buy
16,817
+1,799
+12% +$47.6K 0.23% 42
2024
Q3 		$412K Sell
15,018
-1,340
-8% -$34.9K 0.26% 43
2024
Q2 		$423K Sell
16,358
-17,585
-52% -$446K 0.3% 37
2024
Q1 		$839K Buy
33,943
+190
+0.6% +$4.55K 0.61% 21
2023
Q4 		$814K Buy
33,753
+3,756
+13% +$85.9K 0.64% 19
2023
Q3 		$677K Buy
29,997
+5,272
+21% +$124K 0.59% 19
2023
Q2 		$580K Buy
24,725
+6,360
+35% +$147K 0.46% 22
2023
Q1 		$423K Buy
+18,365
New +$423K 0.37% 22

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Presidio Capital Management's DFAE Position: Q2 2026 in Review

Presidio Capital Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.3% in Q2 2026, selling an estimated $22.6K and leaving 10,449 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #51.

Presidio Capital Management first reported a position in DFAE in Q1 2023 and has held it in 14 quarters since. The position peaked at $839K in Q1 2024. 210 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Presidio Capital Management held 10,449 shares of Dimensional Emerging Core Equity Market ETF worth $420K as of Q2 2026.
  • Presidio Capital Management sold 583 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $22.6K.
  • Dimensional Emerging Core Equity Market ETF made up 0.11% of Presidio Capital Management's portfolio in Q2 2026, its #51 holding.
  • Presidio Capital Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Presidio Capital Management's Dimensional Emerging Core Equity Market ETF position peaked at $839K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.