Financial Advocates Investment Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Financial Advocates Investment Management’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 Q2	–	Sell	-39,386	Closed	-$974K	–	755
2024 Q1	$974K	Sell	39,386 -167,029	-81%	-$4M	0.06%	314
2023 Q4	$4.98M	Sell	206,415 -111,480	-35%	-$2.55M	0.33%	72
2023 Q3	$7.17M	Sell	317,895 -3,691	-1%	-$87K	0.52%	41
2023 Q2	$7.54M	Buy	321,586 +68,996	+27%	+$1.6M	0.54%	39
2023 Q1	$5.81M	Buy	252,590 +51,372	+26%	+$1.18M	0.42%	48
2022 Q4	$4.42M	Buy	201,218 +19,380	+11%	+$412K	0.33%	75
2022 Q3	$3.65M	Buy	181,838 +62,144	+52%	+$1.4M	0.3%	86
2022 Q2	$2.77M	Buy	+119,694	New	+$2.93M	0.23%	117

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

CHP

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Financial Advocates Investment Management's DFAE Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2024, closing a stake of 39,386 shares — an estimated $974K sold.

Financial Advocates Investment Management first reported a position in DFAE in Q2 2022 and held it in 8 quarters. The position peaked at $7.54M in Q2 2023. 435 funds tracked by Wall St. Rank hold DFAE as of Q2 2024.

Financial Advocates Investment Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 39,386 Dimensional Emerging Core Equity Market ETF shares in Q2 2024, an estimated $974K.
Financial Advocates Investment Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and held it in 8 quarters.
Financial Advocates Investment Management's Dimensional Emerging Core Equity Market ETF position peaked at $7.54M in Q2 2023.
435 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.