First Command Bank’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

First Command Bank’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
2023 Q2	$2.84M	Sell	121,197 -30,580	-20%	-$707K	0.27%	28
2023 Q1	$3.49M	Sell	151,777 -46,000	-23%	-$1.06M	0.36%	24
2022 Q4	$4.34M	Buy	197,777 +151,600	+328%	+$3.23M	0.55%	18
2022 Q3	$928K	Buy	+46,177	New	+$1.04M	0.13%	42

Other funds holding DFAE

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

CHP

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Command Bank's DFAE Position: Q2 2023 in Review

First Command Bank reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 20% in Q2 2023, selling an estimated $707K and leaving 121,197 shares worth $2.84M. The position accounts for 0.27% of the portfolio, ranked #28.

First Command Bank first reported a position in DFAE in Q3 2022 and has held it in 4 quarters since. The position peaked at $4.34M in Q4 2022. 344 funds tracked by Wall St. Rank hold DFAE as of Q2 2023.

First Command Bank held 121,197 shares of Dimensional Emerging Core Equity Market ETF worth $2.84M as of Q2 2023.
First Command Bank sold 30,580 Dimensional Emerging Core Equity Market ETF shares in Q2 2023, an estimated $707K.
Dimensional Emerging Core Equity Market ETF made up 0.27% of First Command Bank's portfolio in Q2 2023, its #28 holding.
First Command Bank first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and has held it in 4 quarters since.
First Command Bank's Dimensional Emerging Core Equity Market ETF position peaked at $4.34M in Q4 2022.
344 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.