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Geometric Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Geometric Wealth Advisors’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
Q2 		– Sell
-179,760
Closed -$4.72M – 34
2022
Q1 		$4.72M Buy
+179,760
New +$4.82M 14.13% 2

Other funds holding DFAE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Geometric Wealth Advisors's DFAE Position: Q2 2022 in Review

Geometric Wealth Advisors sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2022, closing a stake of 179,760 shares — an estimated $4.72M sold.

Geometric Wealth Advisors first reported a position in DFAE in Q1 2022 and held it in 1 quarter. The position peaked at $4.72M in Q1 2022. 218 funds tracked by Wall St. Rank hold DFAE as of Q2 2022.

  • Geometric Wealth Advisors reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2022 after selling out during the quarter.
  • Geometric Wealth Advisors sold 179,760 Dimensional Emerging Core Equity Market ETF shares in Q2 2022, an estimated $4.72M.
  • Geometric Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and held it in 1 quarter.
  • Geometric Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $4.72M in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2022.

Based on Geometric Wealth Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.