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Coppell Advisory Solutions’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-844
Closed -$21.5K – 684
2024
Q4 		$21.5K Buy
844
+14
+2% +$370 ﹤0.01% 855
2024
Q3 		$23K Sell
830
-27
-3% -$704 ﹤0.01% 809
2024
Q2 		$22.2K Buy
+857
New +$21.7K ﹤0.01% 745

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Coppell Advisory Solutions's DFAE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2025, closing a stake of 844 shares — an estimated $21.5K sold.

Coppell Advisory Solutions first reported a position in DFAE in Q2 2024 and held it in 3 quarters. The position peaked at $23K in Q3 2024. 526 funds tracked by Wall St. Rank hold DFAE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 844 Dimensional Emerging Core Equity Market ETF shares in Q1 2025, an estimated $21.5K.
  • Coppell Advisory Solutions first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Dimensional Emerging Core Equity Market ETF position peaked at $23K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.