Vertex Planning Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Vertex Planning Partners’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	$342K	Sell	8,509 -307	-3%	-$11.9K	0.05%	120
2026 Q1	$299K	Buy	8,816 +659	+8%	+$23K	0.06%	113
2025 Q4	$266K	Buy	8,157 +819	+11%	+$26.4K	0.06%	112
2025 Q3	$231K	Buy	+7,338	New	+$221K	0.04%	187

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

Vertex Planning Partners's DFAE Position: Q2 2026 in Review

Vertex Planning Partners reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.5% in Q2 2026, selling an estimated $11.9K and leaving 8,509 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #120.

Vertex Planning Partners first reported a position in DFAE in Q3 2025 and has held it in 4 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Vertex Planning Partners held 8,509 shares of Dimensional Emerging Core Equity Market ETF worth $342K as of Q2 2026.
Vertex Planning Partners sold 307 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $11.9K.
Dimensional Emerging Core Equity Market ETF made up 0.05% of Vertex Planning Partners's portfolio in Q2 2026, its #120 holding.
Vertex Planning Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.