Investment Advisory Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Investment Advisory Group’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
2025 Q1	–	Sell	-10,581	Closed	-$268K	–	169
2024 Q4	$268K	Sell	10,581 -7,104	-40%	-$188K	0.09%	136
2024 Q3	$485K	Buy	17,685 +62	+0.4%	+$1.62K	0.17%	99
2024 Q2	$456K	Sell	17,623 -1,268	-7%	-$32.1K	0.18%	96
2024 Q1	$467K	Sell	18,891 -4,274	-18%	-$102K	0.19%	88
2023 Q4	$559K	Sell	23,165 -154	-0.7%	-$3.52K	0.26%	75
2023 Q3	$526K	Buy	23,319 +514	+2%	+$12.1K	0.27%	72
2023 Q2	$535K	Buy	22,805 +2,646	+13%	+$61.2K	0.27%	69
2023 Q1	$464K	Buy	20,159 +5,382	+36%	+$124K	0.27%	76
2022 Q4	$324K	Buy	+14,777	New	+$314K	0.2%	92

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Investment Advisory Group's DFAE Position: Q1 2025 in Review

Investment Advisory Group sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2025, closing a stake of 10,581 shares — an estimated $268K sold.

Investment Advisory Group first reported a position in DFAE in Q4 2022 and held it in 9 quarters. The position peaked at $559K in Q4 2023. 526 funds tracked by Wall St. Rank hold DFAE as of Q1 2025.

Investment Advisory Group reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
Investment Advisory Group sold 10,581 Dimensional Emerging Core Equity Market ETF shares in Q1 2025, an estimated $268K.
Investment Advisory Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 9 quarters.
Investment Advisory Group's Dimensional Emerging Core Equity Market ETF position peaked at $559K in Q4 2023.
526 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2025.

Based on Investment Advisory Group's 13F filing for Q1 2025, filed 14 Apr 2025.