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Brainard Capital Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Brainard Capital 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
Q1 		$661K Buy
28,708
+2,908
+11% +$67K 0.51% 38
2022
Q4 		$566K Buy
+25,800
New +$549K 0.48% 39

Other funds holding DFAE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Brainard Capital Management's DFAE Position: Q1 2023 in Review

Brainard Capital Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 11% in Q1 2023, buying an estimated $67K and bringing the position to 28,708 shares worth $661K. The position accounts for 0.51% of the portfolio, ranked #38.

Brainard Capital Management first reported a position in DFAE in Q4 2022 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold DFAE as of Q1 2023.

  • Brainard Capital Management held 28,708 shares of Dimensional Emerging Core Equity Market ETF worth $661K as of Q1 2023.
  • Brainard Capital Management bought 2,908 Dimensional Emerging Core Equity Market ETF shares in Q1 2023, an estimated $67K.
  • Dimensional Emerging Core Equity Market ETF made up 0.51% of Brainard Capital Management's portfolio in Q1 2023, its #38 holding.
  • Brainard Capital Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.