BCU Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

BCU Wealth 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	-40,478	Closed	-$1.11M	–	55
2024 Q3	$1.11M	Buy	40,478 +7,298	+22%	+$190K	0.66%	19
2024 Q2	$858K	Buy	33,180 +5,484	+20%	+$139K	0.63%	18
2024 Q1	$685K	Buy	27,696 +9,409	+51%	+$226K	0.58%	23
2023 Q4	$441K	Buy	+18,287	New	+$418K	0.48%	30

Other funds holding DFAE

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

BCU Wealth Advisors's DFAE Position: Q4 2024 in Review

BCU Wealth Advisors sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2024, closing a stake of 40,478 shares — an estimated $1.11M sold.

BCU Wealth Advisors first reported a position in DFAE in Q4 2023 and held it in 4 quarters. The position peaked at $1.11M in Q3 2024. 513 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

BCU Wealth Advisors reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
BCU Wealth Advisors sold 40,478 Dimensional Emerging Core Equity Market ETF shares in Q4 2024, an estimated $1.11M.
BCU Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and held it in 4 quarters.
BCU Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $1.11M in Q3 2024.
513 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on BCU Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.