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Householder Group Estate & Retirement Specialist’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$40K Sell
1,579
-1,378
-47% -$36.5K 0.03% 229
2024
Q3 		$81K Buy
2,957
+1,699
+135% +$44.3K 0.02% 399
2024
Q2 		$32K Sell
1,258
-77
-6% -$1.95K 0.01% 566
2024
Q1 		$33K Buy
1,335
+1,066
+396% +$25.5K 0.01% 562
2023
Q4 		$6K Buy
269
+36
+15% +$823 ﹤0.01% 856
2023
Q3 		$5.26K Buy
+233
New +$5.49K ﹤0.01% 932

Other funds holding DFAE

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DFAE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 47% in Q4 2024, selling an estimated $36.5K and leaving 1,579 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #229.

Householder Group Estate & Retirement Specialist first reported a position in DFAE in Q3 2023 and has held it in 6 quarters since. The position peaked at $81K in Q3 2024. 514 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,579 shares of Dimensional Emerging Core Equity Market ETF worth $40K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,378 Dimensional Emerging Core Equity Market ETF shares in Q4 2024, an estimated $36.5K.
  • Dimensional Emerging Core Equity Market ETF made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #229 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2023 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's Dimensional Emerging Core Equity Market ETF position peaked at $81K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.