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Integrated Advisors Network’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Integrated Advisors Network’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
-10,528
Closed -$212K – 639
2022
Q3 		$212K Sell
10,528
-84
-0.8% -$1.9K 0.01% 584
2022
Q2 		$246K Buy
+10,612
New +$260K 0.02% 570

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

Integrated Advisors Network's DFAE Position: Q4 2022 in Review

Integrated Advisors Network sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2022, closing a stake of 10,528 shares — an estimated $212K sold.

Integrated Advisors Network first reported a position in DFAE in Q2 2022 and held it in 2 quarters. The position peaked at $246K in Q2 2022. 307 funds tracked by Wall St. Rank hold DFAE as of Q4 2022.

  • Integrated Advisors Network reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 10,528 Dimensional Emerging Core Equity Market ETF shares in Q4 2022, an estimated $212K.
  • Integrated Advisors Network first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2022 and held it in 2 quarters.
  • Integrated Advisors Network's Dimensional Emerging Core Equity Market ETF position peaked at $246K in Q2 2022.
  • 307 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.