Bartlett & Co’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Bartlett & Co’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
2023 Q4	$44K	Buy	+1,832	New	+$41.9K	﹤0.01%	728

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bartlett & Co's DFAE Position: Q4 2023 in Review

Bartlett & Co opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2023: 1,832 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings.

413 funds tracked by Wall St. Rank hold DFAE as of Q4 2023.

Bartlett & Co held 1,832 shares of Dimensional Emerging Core Equity Market ETF worth $44K as of Q4 2023.
Dimensional Emerging Core Equity Market ETF was a new Bartlett & Co position in Q4 2023.
Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #728 holding.
413 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.