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B.O.S.S. Retirement Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q4 		– Sell
-16,944
Closed -$464K – 204
2024
Q3 		$464K Buy
16,944
+2,128
+14% +$55.5K 0.09% 154
2024
Q2 		$383K Buy
+14,816
New +$376K 0.1% 135

Other funds holding DFAE

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DFAE Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2024, closing a stake of 16,944 shares — an estimated $464K sold.

B.O.S.S. Retirement Advisors first reported a position in DFAE in Q2 2024 and held it in 2 quarters. The position peaked at $464K in Q3 2024. 513 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 16,944 Dimensional Emerging Core Equity Market ETF shares in Q4 2024, an estimated $464K.
  • B.O.S.S. Retirement Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $464K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.