Birchcreek Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Birchcreek Wealth 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
2024 Q3	–	Sell	-28,741	Closed	-$744K	–	125
2024 Q2	$744K	Sell	28,741 -24,490	-46%	-$621K	0.42%	56
2024 Q1	$1.32M	Buy	53,231 +261	+0.5%	+$6.25K	0.69%	39
2023 Q4	$1.28M	Buy	52,970 +4,946	+10%	+$113K	0.76%	33
2023 Q3	$1.08M	Buy	48,024 +6,126	+15%	+$144K	0.73%	37
2023 Q2	$983K	Buy	41,898 +14,456	+53%	+$334K	0.69%	40
2023 Q1	$632K	Buy	27,442 +10,769	+65%	+$248K	0.5%	52
2022 Q4	$366K	Buy	16,673 +279	+2%	+$5.94K	0.33%	75
2022 Q3	$329K	Buy	16,394 +2,785	+20%	+$62.9K	0.3%	76
2022 Q2	$315K	Buy	+13,609	New	+$333K	0.28%	81

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Birchcreek Wealth Management's DFAE Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q3 2024, closing a stake of 28,741 shares — an estimated $744K sold.

Birchcreek Wealth Management first reported a position in DFAE in Q2 2022 and held it in 9 quarters. The position peaked at $1.32M in Q1 2024. 449 funds tracked by Wall St. Rank hold DFAE as of Q3 2024.

Birchcreek Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 28,741 Dimensional Emerging Core Equity Market ETF shares in Q3 2024, an estimated $744K.
Birchcreek Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and held it in 9 quarters.
Birchcreek Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $1.32M in Q1 2024.
449 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.