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Evolution Advisers’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Evolution Advisers’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
2024
Q4 		– Sell
-105
Closed -$2K – 159
2024
Q3 		$2K Hold
105
– – ﹤0.01% 151
2024
Q2 		$2K Buy
+105
New +$2.66K ﹤0.01% 146

Other funds holding DFAE

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Evolution Advisers's DFAE Position: Q4 2024 in Review

Evolution Advisers sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2024, closing a stake of 105 shares — an estimated $2K sold.

Evolution Advisers first reported a position in DFAE in Q2 2024 and held it in 2 quarters. The position peaked at $2K in Q3 2024. 513 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

  • Evolution Advisers reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • Evolution Advisers sold 105 Dimensional Emerging Core Equity Market ETF shares in Q4 2024, an estimated $2K.
  • Evolution Advisers first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and held it in 2 quarters.
  • Evolution Advisers's Dimensional Emerging Core Equity Market ETF position peaked at $2K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on Evolution Advisers's 13F filing for Q4 2024, filed 29 Jan 2025.