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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
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

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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return