Adams Chetwood Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$4.16M	Buy	158,331 +12,349	+8%	+$331K	2.36%	9
2021 Q4	$3.99M	Buy	145,982 +18,699	+15%	+$514K	2.71%	10
2021 Q3	$3.47M	Buy	127,283 +33,566	+36%	+$947K	2.51%	10
2021 Q2	$2.78M	Buy	93,717 +19,260	+26%	+$559K	1.96%	12
2021 Q1	$2.09M	Buy	74,457 +20,779	+39%	+$591K	1.59%	15
2020 Q4	$1.44M	Buy	+53,678	New	+$1.41M	1.2%	16

Other funds holding DFAE

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Adams Chetwood Wealth Management's DFAE Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 8.5% in Q1 2022, buying an estimated $331K and bringing the position to 158,331 shares worth $4.16M. The position accounts for 2.36% of the portfolio, ranked #9.

Adams Chetwood Wealth Management first reported a position in DFAE in Q4 2020 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold DFAE as of Q1 2022.

Adams Chetwood Wealth Management held 158,331 shares of Dimensional Emerging Core Equity Market ETF worth $4.16M as of Q1 2022.
Adams Chetwood Wealth Management bought 12,349 Dimensional Emerging Core Equity Market ETF shares in Q1 2022, an estimated $331K.
Dimensional Emerging Core Equity Market ETF made up 2.36% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #9 holding.
Adams Chetwood Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2020 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.