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

CPWM LLC’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
2022 Q3	$2.74M	Sell	136,514 -177	-0.1%	-$3.99K	0.26%	66
2022 Q2	$3.17M	Buy	136,691 +117,217	+602%	+$2.87M	0.28%	61
2022 Q1	$511K	Buy	19,474 +6,204	+47%	+$166K	0.04%	212
2021 Q4	$362K	Hold	13,270	–	–	0.03%	263
2021 Q3	$362K	Buy	13,270 +4,404	+50%	+$124K	0.03%	217
2021 Q2	$263K	Buy	8,866 +1,279	+17%	+$37.1K	0.02%	261
2021 Q1	$213K	Buy	+7,587	New	+$216K	0.02%	312

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

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return