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

Forum Financial 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
2022
Q3 		– Sell
-8,702
Closed -$202K – 559
2022
Q2 		$202K Buy
+8,702
New +$213K 0.01% 525

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 22.9% 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

Forum Financial Management's DFAE Position: Q3 2022 in Review

Forum Financial Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q3 2022, closing a stake of 8,702 shares — an estimated $202K sold.

Forum Financial Management first reported a position in DFAE in Q2 2022 and held it in 1 quarter. The position peaked at $202K in Q2 2022. 233 funds tracked by Wall St. Rank hold DFAE as of Q3 2022.

  • Forum Financial Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q3 2022 after selling out during the quarter.
  • Forum Financial Management sold 8,702 Dimensional Emerging Core Equity Market ETF shares in Q3 2022, an estimated $202K.
  • Forum Financial Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and held it in 1 quarter.
  • Forum Financial Management's Dimensional Emerging Core Equity Market ETF position peaked at $202K in Q2 2022.
  • 233 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2022.

Based on Forum Financial Management's 13F filing for Q3 2022, filed 7 Nov 2022.