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DFAE icon

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

Ironwood Financial’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
2021
Q4 		– Sell
-2,813
Closed -$77K – 214
2021
Q3 		$77K Buy
2,813
+1,755
+166% +$49.5K 0.02% 159
2021
Q2 		$31K Buy
1,058
+535
+102% +$15.5K 0.01% 232
2021
Q1 		$15K Buy
+523
New +$14.9K ﹤0.01% 295

Other funds holding DFAE

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Ironwood Financial's DFAE Position: Q4 2021 in Review

Ironwood Financial sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2021, closing a stake of 2,813 shares — an estimated $77K sold.

Ironwood Financial first reported a position in DFAE in Q1 2021 and held it in 3 quarters. The position peaked at $77K in Q3 2021. 152 funds tracked by Wall St. Rank hold DFAE as of Q4 2021.

  • Ironwood Financial reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 2,813 Dimensional Emerging Core Equity Market ETF shares in Q4 2021, an estimated $77K.
  • Ironwood Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and held it in 3 quarters.
  • Ironwood Financial's Dimensional Emerging Core Equity Market ETF position peaked at $77K in Q3 2021.
  • 152 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.