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Lakeridge Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Lakeridge Wealth Management’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
Q2 		– Sell
-8,209
Closed -$203K – 146
2024
Q1 		$203K Sell
8,209
-935
-10% -$22.4K 0.13% 131
2023
Q4 		$220K Buy
+9,144
New +$209K 0.16% 117

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Lakeridge Wealth Management's DFAE Position: Q2 2024 in Review

Lakeridge Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2024, closing a stake of 8,209 shares — an estimated $203K sold.

Lakeridge Wealth Management first reported a position in DFAE in Q4 2023 and held it in 2 quarters. The position peaked at $220K in Q4 2023. 434 funds tracked by Wall St. Rank hold DFAE as of Q2 2024.

  • Lakeridge Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
  • Lakeridge Wealth Management sold 8,209 Dimensional Emerging Core Equity Market ETF shares in Q2 2024, an estimated $203K.
  • Lakeridge Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and held it in 2 quarters.
  • Lakeridge Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $220K in Q4 2023.
  • 434 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2024.

Based on Lakeridge Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.