TP
DFAE icon

Trailhead Planners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Trailhead Planners’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 		$1.27M Sell
31,706
-10,369
-25% -$401K 1.23% 23
2026
Q1 		$1.42M Buy
42,075
+1,043
+3% +$36.5K 1.37% 21
2025
Q4 		$1.34M Buy
+41,032
New +$1.32M 1.31% 21

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Trailhead Planners's DFAE Position: Q2 2026 in Review

Trailhead Planners reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 25% in Q2 2026, selling an estimated $401K and leaving 31,706 shares worth $1.27M. The position accounts for 1.23% of the portfolio, ranked #23.

Trailhead Planners first reported a position in DFAE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q1 2026. 713 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Trailhead Planners held 31,706 shares of Dimensional Emerging Core Equity Market ETF worth $1.27M as of Q2 2026.
  • Trailhead Planners sold 10,369 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $401K.
  • Dimensional Emerging Core Equity Market ETF made up 1.23% of Trailhead Planners's portfolio in Q2 2026, its #23 holding.
  • Trailhead Planners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Trailhead Planners's Dimensional Emerging Core Equity Market ETF position peaked at $1.42M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.