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Prosperity Planning’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Prosperity Planning’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
Q3 		$478K Sell
12,166
-618
-5% -$24.1K 0.11% 85
2026
Q2 		$514K Sell
12,784
-212
-2% -$8.2K 0.12% 79
2026
Q1 		$440K Sell
12,996
-944
-7% -$33K 0.11% 83
2025
Q4 		$454K Sell
13,940
-99
-0.7% -$3.19K 0.12% 80
2025
Q3 		$443K Sell
14,039
-381
-3% -$11.5K 0.12% 81
2025
Q2 		$417K Sell
14,420
-218
-1% -$5.85K 0.12% 81
2025
Q1 		$379K Sell
14,638
-286
-2% -$7.42K 0.12% 80
2024
Q4 		$379K Sell
14,924
-809
-5% -$21.4K 0.12% 79
2024
Q3 		$431K Sell
15,733
-27
-0.2% -$704 0.14% 75
2024
Q2 		$408K Sell
15,760
-1,304
-8% -$33K 0.14% 74
2024
Q1 		$422K Sell
17,064
-20
-0.1% -$479 0.15% 70
2023
Q4 		$412K Sell
17,084
-366
-2% -$8.37K 0.15% 71
2023
Q3 		$394K Buy
17,450
+19
+0.1% +$448 0.16% 70
2023
Q2 		$409K Sell
17,431
-2
-0% -$46 0.17% 69
2023
Q1 		$401K Buy
17,433
+1,081
+7% +$24.9K 0.17% 69
2022
Q4 		$355K Hold
16,352
– – 0.18% 66
2022
Q3 		$329K Buy
+16,352
New +$369K 0.17% 69

Other funds holding DFAE

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Prosperity Planning's DFAE Position: Q3 2026 in Review

Prosperity Planning reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.8% in Q3 2026, selling an estimated $24.1K and leaving 12,166 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #85.

Prosperity Planning first reported a position in DFAE in Q3 2022 and has held it in 17 quarters since. The position peaked at $514K in Q2 2026. 96 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Prosperity Planning held 12,166 shares of Dimensional Emerging Core Equity Market ETF worth $478K as of Q3 2026.
  • Prosperity Planning sold 618 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $24.1K.
  • Dimensional Emerging Core Equity Market ETF made up 0.11% of Prosperity Planning's portfolio in Q3 2026, its #85 holding.
  • Prosperity Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 17 quarters since.
  • Prosperity Planning's Dimensional Emerging Core Equity Market ETF position peaked at $514K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.