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Benjamin Edwards Inc’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-27
Closed -$1K – 639
2023
Q3 		$1K Hold
27
– – ﹤0.01% 626
2023
Q2 		$1K Hold
27
– – ﹤0.01% 653
2023
Q1 		$1K Sell
27
-4,249
-99% -$97.9K ﹤0.01% 676
2022
Q4 		$94K Buy
+4,276
New +$91K 0.02% 355

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Benjamin Edwards Inc's DFAE Position: Q4 2023 in Review

Benjamin Edwards Inc sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2023, closing a stake of 27 shares — an estimated $1K sold.

Benjamin Edwards Inc first reported a position in DFAE in Q4 2022 and held it in 4 quarters. The position peaked at $94K in Q4 2022. 413 funds tracked by Wall St. Rank hold DFAE as of Q4 2023.

  • Benjamin Edwards Inc reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2023 after selling out during the quarter.
  • Benjamin Edwards Inc sold 27 Dimensional Emerging Core Equity Market ETF shares in Q4 2023, an estimated $1K.
  • Benjamin Edwards Inc first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 4 quarters.
  • Benjamin Edwards Inc's Dimensional Emerging Core Equity Market ETF position peaked at $94K in Q4 2022.
  • 413 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2023.

Based on Benjamin Edwards Inc's 13F filing for Q4 2023, filed 6 Feb 2024.