First National Bank Sioux Falls’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

First National Bank Sioux Falls’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 Q4	–	Sell	-13,748	Closed	-$276K	–	111
2022 Q3	$276K	Sell	13,748 -8,123	-37%	-$183K	0.29%	90
2022 Q2	$507K	Buy	21,871 +88	+0.4%	+$2.15K	0.65%	52
2022 Q1	$572K	Hold	21,783	–	–	0.6%	55
2021 Q4	$596K	Hold	21,783	–	–	0.64%	51
2021 Q3	$594K	Buy	21,783 +7,948	+57%	+$224K	1%	36
2021 Q2	$410K	Buy	13,835 +4,950	+56%	+$144K	0.62%	53
2021 Q1	$249K	Buy	+8,885	New	+$253K	0.44%	75

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

First National Bank Sioux Falls's DFAE Position: Q4 2022 in Review

First National Bank Sioux Falls sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2022, closing a stake of 13,748 shares — an estimated $276K sold.

First National Bank Sioux Falls first reported a position in DFAE in Q1 2021 and held it in 7 quarters. The position peaked at $596K in Q4 2021. 307 funds tracked by Wall St. Rank hold DFAE as of Q4 2022.

First National Bank Sioux Falls reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2022 after selling out during the quarter.
First National Bank Sioux Falls sold 13,748 Dimensional Emerging Core Equity Market ETF shares in Q4 2022, an estimated $276K.
First National Bank Sioux Falls first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and held it in 7 quarters.
First National Bank Sioux Falls's Dimensional Emerging Core Equity Market ETF position peaked at $596K in Q4 2021.
307 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2022.

Based on First National Bank Sioux Falls's 13F filing for Q4 2022, filed 27 Jan 2023.