Laurel Wealth Advisors (California)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$1.75M	Buy	79,522 +40,689	+105%	+$866K	0.17%	136
2022 Q3	$780K	Buy	38,833 +508	+1%	+$11.5K	0.08%	258
2022 Q2	$888K	Buy	38,325 +3,414	+10%	+$83.6K	0.09%	234
2022 Q1	$916K	Buy	34,911 +3,854	+12%	+$103K	0.08%	255
2021 Q4	$850K	Buy	31,057 +20,285	+188%	+$557K	0.07%	307
2021 Q3	$294K	Buy	10,772 +3,076	+40%	+$86.8K	0.05%	343
2021 Q2	$228K	Buy	+7,696	New	+$223K	0.03%	464

Other funds holding DFAE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DFAE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 105% in Q4 2022, buying an estimated $866K and bringing the position to 79,522 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #136.

Laurel Wealth Advisors (California) first reported a position in DFAE in Q2 2021 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold DFAE as of Q4 2022.

Laurel Wealth Advisors (California) held 79,522 shares of Dimensional Emerging Core Equity Market ETF worth $1.75M as of Q4 2022.
Laurel Wealth Advisors (California) bought 40,689 Dimensional Emerging Core Equity Market ETF shares in Q4 2022, an estimated $866K.
Dimensional Emerging Core Equity Market ETF made up 0.17% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #136 holding.
Laurel Wealth Advisors (California) first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2021 and has held it in 7 quarters since.
307 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.