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 Q2	$2.14M	Sell	53,097 -1,664	-3%	-$64.4K	1.23%	21
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 $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SwitchPoint Financial Planning's DFAE Position: Q2 2026 in Review

SwitchPoint Financial Planning reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3% in Q2 2026, selling an estimated $64.4K and leaving 53,097 shares worth $2.14M. The position accounts for 1.23% of the portfolio, ranked #21.

SwitchPoint Financial Planning first reported a position in DFAE in Q4 2024 and has held it in 7 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

SwitchPoint Financial Planning held 53,097 shares of Dimensional Emerging Core Equity Market ETF worth $2.14M as of Q2 2026.
SwitchPoint Financial Planning sold 1,664 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $64.4K.
Dimensional Emerging Core Equity Market ETF made up 1.23% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #21 holding.
SwitchPoint Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.