DY
DFAE icon

Dowling & Yahnke’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Dowling & Yahnke’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 		$5.08M Buy
253,076
+232,486
+1,129% +$5.25M 0.24% 100
2022
Q2 		$477K Buy
+20,590
New +$504K 0.02% 278

Other funds holding DFAE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dowling & Yahnke's DFAE Position: Q3 2022 in Review

Dowling & Yahnke increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1,129% in Q3 2022, buying an estimated $5.25M and bringing the position to 253,076 shares worth $5.08M. The position accounts for 0.24% of the portfolio, ranked #100.

Dowling & Yahnke first reported a position in DFAE in Q2 2022 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold DFAE as of Q3 2022.

  • Dowling & Yahnke held 253,076 shares of Dimensional Emerging Core Equity Market ETF worth $5.08M as of Q3 2022.
  • Dowling & Yahnke bought 232,486 Dimensional Emerging Core Equity Market ETF shares in Q3 2022, an estimated $5.25M.
  • Dimensional Emerging Core Equity Market ETF made up 0.24% of Dowling & Yahnke's portfolio in Q3 2022, its #100 holding.
  • Dowling & Yahnke first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.