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DFAE icon

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

Bridgeworth’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 		– Sell
-24,555
Closed -$539K – 166
2022
Q4 		$539K Buy
24,555
+2,683
+12% +$57.1K 0.09% 94
2022
Q3 		$439K Hold
21,872
– – 0.1% 90
2022
Q2 		$507K Buy
+21,872
New +$536K 0.12% 83

Other funds holding DFAE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bridgeworth's DFAE Position: Q1 2023 in Review

Bridgeworth sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2023, closing a stake of 24,555 shares — an estimated $539K sold.

Bridgeworth first reported a position in DFAE in Q2 2022 and held it in 3 quarters. The position peaked at $539K in Q4 2022. 336 funds tracked by Wall St. Rank hold DFAE as of Q1 2023.

  • Bridgeworth reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2023 after selling out during the quarter.
  • Bridgeworth sold 24,555 Dimensional Emerging Core Equity Market ETF shares in Q1 2023, an estimated $539K.
  • Bridgeworth first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and held it in 3 quarters.
  • Bridgeworth's Dimensional Emerging Core Equity Market ETF position peaked at $539K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2023.

Based on Bridgeworth's 13F filing for Q1 2023, filed 20 Apr 2023.