BetterWealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

BetterWealth’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
2022 Q2	–	Sell	-61,049	Closed	-$1.6M	–	39
2022 Q1	$1.6M	Buy	61,049 +903	+2%	+$24.2K	2.15%	6
2021 Q4	$1.65M	Buy	+60,146	New	+$1.65M	1.15%	10

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BetterWealth's DFAE Position: Q2 2022 in Review

BetterWealth sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2022, closing a stake of 61,049 shares — an estimated $1.6M sold.

BetterWealth first reported a position in DFAE in Q4 2021 and held it in 2 quarters. The position peaked at $1.65M in Q4 2021. 218 funds tracked by Wall St. Rank hold DFAE as of Q2 2022.

BetterWealth reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2022 after selling out during the quarter.
BetterWealth sold 61,049 Dimensional Emerging Core Equity Market ETF shares in Q2 2022, an estimated $1.6M.
BetterWealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and held it in 2 quarters.
BetterWealth's Dimensional Emerging Core Equity Market ETF position peaked at $1.65M in Q4 2021.
218 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2022.

Based on BetterWealth's 13F filing for Q2 2022, filed 29 Jul 2022.