Belpointe Asset Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-162	Closed	-$3.73K	–	1224
2023 Q1	$3.73K	Hold	162	–	–	﹤0.01%	3117
2022 Q4	$3.56K	Buy	+162	New	+$3.45K	﹤0.01%	3050

Other funds holding DFAE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Belpointe Asset Management's DFAE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2023, closing a stake of 162 shares — an estimated $3.73K sold.

Belpointe Asset Management first reported a position in DFAE in Q4 2022 and held it in 2 quarters. The position peaked at $3.73K in Q1 2023. 344 funds tracked by Wall St. Rank hold DFAE as of Q2 2023.

Belpointe Asset Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 162 Dimensional Emerging Core Equity Market ETF shares in Q2 2023, an estimated $3.73K.
Belpointe Asset Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Dimensional Emerging Core Equity Market ETF position peaked at $3.73K in Q1 2023.
344 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.