Vertex Planning Partners
DFAE icon

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
Q3 		$352K Buy
8,947
+438
+5% +$17.1K 0.05% 160
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Vertex Planning Partners's DFAE Position: Q3 2026 in Review

Vertex Planning Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.1% in Q3 2026, buying an estimated $17.1K and bringing the position to 8,947 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #160.

Vertex Planning Partners first reported a position in DFAE in Q3 2025 and has held it in 5 quarters since. 662 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • Vertex Planning Partners held 8,947 shares of Dimensional Emerging Core Equity Market ETF worth $352K as of Q3 2026.
  • Vertex Planning Partners bought 438 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $17.1K.
  • Dimensional Emerging Core Equity Market ETF made up 0.05% of Vertex Planning Partners's portfolio in Q3 2026, its #160 holding.
  • Vertex Planning Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 5 quarters since.
  • 662 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.