Creative Financial Designs’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Creative Financial Designs’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	-5	Closed	-$132	–	2065
2024 Q4	$132	Hold	5	–	–	﹤0.01%	1766
2024 Q3	$142	Hold	5	–	–	﹤0.01%	1660
2024 Q2	$133	Hold	5	–	–	﹤0.01%	1624
2024 Q1	$126	Hold	5	–	–	﹤0.01%	1642
2023 Q4	$123	Hold	5	–	–	﹤0.01%	1577
2023 Q3	$114	Hold	5	–	–	﹤0.01%	1481
2023 Q2	$117	Hold	5	–	–	﹤0.01%	1452
2023 Q1	$115	Buy	+5	New	+$115	﹤0.01%	1379

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Creative Financial Designs's DFAE Position: Q1 2025 in Review

Creative Financial Designs sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2025, closing a stake of 5 shares — an estimated $132 sold.

Creative Financial Designs first reported a position in DFAE in Q1 2023 and held it in 8 quarters. The position peaked at $142 in Q3 2024. 526 funds tracked by Wall St. Rank hold DFAE as of Q1 2025.

Creative Financial Designs reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 5 Dimensional Emerging Core Equity Market ETF shares in Q1 2025, an estimated $132.
Creative Financial Designs first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and held it in 8 quarters.
Creative Financial Designs's Dimensional Emerging Core Equity Market ETF position peaked at $142 in Q3 2024.
526 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.