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Lane & Associates’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Lane & Associates’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
Q3 		– Sell
-9,545
Closed -$224K – 106
2023
Q2 		$224K Sell
9,545
-4,640
-33% -$107K 0.18% 93
2023
Q1 		$327K Sell
14,185
-6,118
-30% -$141K 0.29% 67
2022
Q4 		$446K Buy
+20,303
New +$432K 0.42% 51

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Lane & Associates's DFAE Position: Q3 2023 in Review

Lane & Associates sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q3 2023, closing a stake of 9,545 shares — an estimated $224K sold.

Lane & Associates first reported a position in DFAE in Q4 2022 and held it in 3 quarters. The position peaked at $446K in Q4 2022. 359 funds tracked by Wall St. Rank hold DFAE as of Q3 2023.

  • Lane & Associates reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • Lane & Associates sold 9,545 Dimensional Emerging Core Equity Market ETF shares in Q3 2023, an estimated $224K.
  • Lane & Associates first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 3 quarters.
  • Lane & Associates's Dimensional Emerging Core Equity Market ETF position peaked at $446K in Q4 2022.
  • 359 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2023.

Based on Lane & Associates's 13F filing for Q3 2023, filed 12 Apr 2024.