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Brainard Capital Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Brainard Capital Management’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.04M Buy
44,690
+11,654
+35% +$274K 0.8% 28
2022
Q4 		$747K Buy
+33,036
New +$724K 0.63% 33

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Brainard Capital Management increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 35% in Q1 2023, buying an estimated $274K and bringing the position to 44,690 shares worth $1.04M. The position accounts for 0.8% of the portfolio, ranked #28.

Brainard Capital Management first reported a position in DFEV in Q4 2022 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold DFEV as of Q1 2023.

  • Brainard Capital Management held 44,690 shares of Dimensional Emerging Markets Value ETF worth $1.04M as of Q1 2023.
  • Brainard Capital Management bought 11,654 Dimensional Emerging Markets Value ETF shares in Q1 2023, an estimated $274K.
  • Dimensional Emerging Markets Value ETF made up 0.8% of Brainard Capital Management's portfolio in Q1 2023, its #28 holding.
  • Brainard Capital Management first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2023.

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