PP
DFAE icon

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
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

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

Prosperity Planning's DFAE Position: Q2 2026 in Review

Prosperity Planning reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.6% in Q2 2026, selling an estimated $8.2K and leaving 12,784 shares worth $514K. The position accounts for 0.12% of the portfolio, ranked #79.

Prosperity Planning first reported a position in DFAE in Q3 2022 and has held it in 16 quarters since. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Prosperity Planning held 12,784 shares of Dimensional Emerging Core Equity Market ETF worth $514K as of Q2 2026.
  • Prosperity Planning sold 212 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $8.2K.
  • Dimensional Emerging Core Equity Market ETF made up 0.12% of Prosperity Planning's portfolio in Q2 2026, its #79 holding.
  • Prosperity Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.