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

RCS Financial 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 Q1	$935K	Sell	27,607 -603	-2%	-$21.1K	0.48%	37
2025 Q4	$919K	Sell	28,210 -4,948	-15%	-$159K	0.4%	47
2025 Q3	$1.05M	Sell	33,158 -2,663	-7%	-$80.2K	0.46%	41
2025 Q2	$1.04M	Sell	35,821 -53,426	-60%	-$1.43M	0.52%	35
2025 Q1	$2.31M	Sell	89,247 -5,556	-6%	-$144K	1.22%	21
2024 Q4	$2.41M	Sell	94,803 -9,185	-9%	-$243K	1.28%	22
2024 Q3	$2.85M	Buy	103,988 +366	+0.4%	+$9.54K	1.58%	15
2024 Q2	$2.68M	Buy	103,622 +1,420	+1%	+$36K	1.58%	13
2024 Q1	$2.53M	Sell	102,202 -3,708	-4%	-$88.9K	1.55%	14
2023 Q4	$2.55M	Sell	105,910 -3,879	-4%	-$88.7K	1.67%	13
2023 Q3	$2.48M	Buy	109,789 +13,570	+14%	+$320K	1.89%	10
2023 Q2	$2.26M	Buy	96,219 +1,060	+1%	+$24.5K	1.86%	11
2023 Q1	$2.19M	Buy	95,159 +4,718	+5%	+$109K	1.94%	12
2022 Q4	$1.99M	Buy	+90,441	New	+$1.92M	1.93%	11

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

RCS Financial Planning's DFAE Position: Q1 2026 in Review

RCS Financial Planning reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.1% in Q1 2026, selling an estimated $21.1K and leaving 27,607 shares worth $935K. The position accounts for 0.48% of the portfolio, ranked #37.

RCS Financial Planning first reported a position in DFAE in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.85M in Q3 2024. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

RCS Financial Planning held 27,607 shares of Dimensional Emerging Core Equity Market ETF worth $935K as of Q1 2026.
RCS Financial Planning sold 603 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $21.1K.
Dimensional Emerging Core Equity Market ETF made up 0.48% of RCS Financial Planning's portfolio in Q1 2026, its #37 holding.
RCS Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
RCS Financial Planning's Dimensional Emerging Core Equity Market ETF position peaked at $2.85M in Q3 2024.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.