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Beacon Financial Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Beacon Financial Advisory’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
2021
Q2 		– Sell
-7,805
Closed -$219K – 224
2021
Q1 		$219K Buy
+7,805
New +$222K 0.13% 197

Other funds holding DFAE

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
OCM
Oakwood Capital Management Los Angeles, California $388M AUM 39.47% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Beacon Financial Advisory's DFAE Position: Q2 2021 in Review

Beacon Financial Advisory sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2021, closing a stake of 7,805 shares — an estimated $219K sold.

Beacon Financial Advisory first reported a position in DFAE in Q1 2021 and held it in 1 quarter. The position peaked at $219K in Q1 2021. 78 funds tracked by Wall St. Rank hold DFAE as of Q2 2021.

  • Beacon Financial Advisory reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2021 after selling out during the quarter.
  • Beacon Financial Advisory sold 7,805 Dimensional Emerging Core Equity Market ETF shares in Q2 2021, an estimated $219K.
  • Beacon Financial Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and held it in 1 quarter.
  • Beacon Financial Advisory's Dimensional Emerging Core Equity Market ETF position peaked at $219K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2021.

Based on Beacon Financial Advisory's 13F filing for Q2 2021, filed 14 Jul 2021.