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

Landmark Financial Advisors’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
2023 Q4	$4.25M	Buy	176,169 +51,403	+41%	+$1.17M	1.53%	18
2023 Q3	$2.82M	Buy	124,766 +9,263	+8%	+$218K	1.14%	23
2023 Q2	$2.71M	Buy	115,503 +25,794	+29%	+$596K	1.11%	25
2023 Q1	$2.07M	Buy	89,709 +79,057	+742%	+$1.82M	0.91%	28
2022 Q4	$234K	Buy	+10,652	New	+$227K	0.11%	81

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CHP

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Landmark Financial Advisors's DFAE Position: Q4 2023 in Review

Landmark Financial Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 41% in Q4 2023, buying an estimated $1.17M and bringing the position to 176,169 shares worth $4.25M. The position accounts for 1.53% of the portfolio, ranked #18.

Landmark Financial Advisors first reported a position in DFAE in Q4 2022 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold DFAE as of Q4 2023.

Landmark Financial Advisors held 176,169 shares of Dimensional Emerging Core Equity Market ETF worth $4.25M as of Q4 2023.
Landmark Financial Advisors bought 51,403 Dimensional Emerging Core Equity Market ETF shares in Q4 2023, an estimated $1.17M.
Dimensional Emerging Core Equity Market ETF made up 1.53% of Landmark Financial Advisors's portfolio in Q4 2023, its #18 holding.
Landmark Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 5 quarters since.
414 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.