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Total Wealth Planning’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Total Wealth 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
2025
Q4 		– Sell
-62,925
Closed -$1.98M – 47
2025
Q3 		$1.98M Sell
62,925
-4,939
-7% -$149K 0.23% 48
2025
Q2 		$1.96M Sell
67,864
-1,379
-2% -$37K 0.25% 48
2025
Q1 		$1.79M Sell
69,243
-431
-0.6% -$11.2K 0.27% 40
2024
Q4 		$1.77M Buy
69,674
+50
+0.1% +$1.32K 0.28% 40
2024
Q3 		$1.91M Sell
69,624
-280
-0.4% -$7.3K 0.3% 39
2024
Q2 		$1.88M Sell
69,904
-1,572
-2% -$39.8K 0.31% 40
2024
Q1 		$1.77M Sell
71,476
-350
-0.5% -$8.39K 0.3% 40
2023
Q4 		$1.73M Sell
71,826
-400
-0.6% -$9.14K 0.31% 40
2023
Q3 		$1.63M Sell
72,226
-57
-0.1% -$1.34K 0.33% 41
2023
Q2 		$1.7M Sell
72,283
-2,115
-3% -$48.9K 0.35% 41
2023
Q1 		$1.71M Sell
74,398
-3,963
-5% -$91.3K 0.38% 39
2022
Q4 		$1.72M Sell
78,361
-570
-0.7% -$12.1K 0.43% 37
2022
Q3 		$1.59M Buy
78,931
+5,872
+8% +$133K 0.45% 33
2022
Q2 		$1.69M Buy
73,059
+2,729
+4% +$66.8K 0.49% 33
2022
Q1 		$1.84M Buy
+70,330
New +$1.89M 0.5% 36

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Total Wealth Planning's DFAE Position: Q4 2025 in Review

Total Wealth Planning sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2025, closing a stake of 62,925 shares — an estimated $1.98M sold.

Total Wealth Planning first reported a position in DFAE in Q1 2022 and held it in 15 quarters. The position peaked at $1.98M in Q3 2025. 642 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

  • Total Wealth Planning reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 62,925 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $1.98M.
  • Total Wealth Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and held it in 15 quarters.
  • Total Wealth Planning's Dimensional Emerging Core Equity Market ETF position peaked at $1.98M in Q3 2025.
  • 642 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.