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Beta Wealth Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Beta Wealth Group’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
2025
Q1 		– Sell
-64,963
Closed -$1.65M – 111
2024
Q4 		$1.65M Buy
64,963
+729
+1% +$19.3K 0.73% 34
2024
Q3 		$1.76M Sell
64,234
-851
-1% -$22.2K 0.79% 33
2024
Q2 		$1.68M Buy
65,085
+1,892
+3% +$48K 0.8% 35
2024
Q1 		$1.56M Buy
63,193
+2,664
+4% +$63.8K 0.76% 34
2023
Q4 		$1.46M Buy
60,529
+1,778
+3% +$40.6K 0.77% 32
2023
Q3 		$1.33M Buy
58,751
+1,439
+3% +$33.9K 0.78% 33
2023
Q2 		$1.34M Buy
57,312
+511
+0.9% +$11.8K 0.78% 35
2023
Q1 		$1.31M Buy
56,801
+1,091
+2% +$25.1K 0.75% 36
2022
Q4 		$1.22M Sell
55,710
-2,422
-4% -$51.5K 0.82% 34
2022
Q3 		$1.17M Buy
58,132
+2,064
+4% +$46.6K 0.84% 36
2022
Q2 		$1.3M Buy
56,068
+2,216
+4% +$54.3K 0.87% 35
2022
Q1 		$1.41M Buy
+53,852
New +$1.44M 0.95% 31

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Beta Wealth Group's DFAE Position: Q1 2025 in Review

Beta Wealth Group sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2025, closing a stake of 64,963 shares — an estimated $1.65M sold.

Beta Wealth Group first reported a position in DFAE in Q1 2022 and held it in 12 quarters. The position peaked at $1.76M in Q3 2024. 526 funds tracked by Wall St. Rank hold DFAE as of Q1 2025.

  • Beta Wealth Group reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • Beta Wealth Group sold 64,963 Dimensional Emerging Core Equity Market ETF shares in Q1 2025, an estimated $1.65M.
  • Beta Wealth Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and held it in 12 quarters.
  • Beta Wealth Group's Dimensional Emerging Core Equity Market ETF position peaked at $1.76M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.