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Carolinas Wealth Consulting’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-9
Closed -$211 – 1038
2023
Q2 		$211 Buy
+9
New +$208 ﹤0.01% 1046

Other funds holding DFAE

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Carolinas Wealth Consulting's DFAE Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q3 2023, closing a stake of 9 shares — an estimated $211 sold.

Carolinas Wealth Consulting first reported a position in DFAE in Q2 2023 and held it in 1 quarter. The position peaked at $211 in Q2 2023. 359 funds tracked by Wall St. Rank hold DFAE as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9 Dimensional Emerging Core Equity Market ETF shares in Q3 2023, an estimated $211.
  • Carolinas Wealth Consulting first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Dimensional Emerging Core Equity Market ETF position peaked at $211 in Q2 2023.
  • 359 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.