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

SwitchPoint 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	$1.85M	Hold	54,761	–	–	1.26%	22
2025 Q4	$1.78M	Hold	54,761	–	–	1.25%	23
2025 Q3	$1.73M	Sell	54,761 -74	-0.1%	-$2.23K	1.25%	22
2025 Q2	$1.59M	Buy	54,835 +40,545	+284%	+$1.09M	1.3%	22
2025 Q1	$370K	Hold	14,290	–	–	0.35%	35
2024 Q4	$363K	Buy	+14,290	New	+$378K	0.35%	33

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 $10.6B AUM 34.1% 1-Year Est. Return

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

SwitchPoint Financial Planning held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q1 2026 at 54,761 shares worth $1.85M. The position accounts for 1.26% of the portfolio, ranked #22.

SwitchPoint Financial Planning first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

SwitchPoint Financial Planning held 54,761 shares of Dimensional Emerging Core Equity Market ETF worth $1.85M as of Q1 2026.
SwitchPoint Financial Planning left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q1 2026.
Dimensional Emerging Core Equity Market ETF made up 1.26% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #22 holding.
SwitchPoint Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.