Leading Edge Financial Planning’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Leading Edge Financial Planning’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 Q4	–	Sell	-8,940	Closed	-$245K	–	58
2024 Q3	$245K	Sell	8,940 -671	-7%	-$17.5K	0.08%	45
2024 Q2	$249K	Sell	9,611 -339	-3%	-$8.59K	0.1%	42
2024 Q1	$246K	Sell	9,950 -2,601	-21%	-$62.3K	0.11%	40
2023 Q4	$303K	Sell	12,551 -13,996	-53%	-$320K	0.16%	44
2023 Q3	$599K	Sell	26,547 -4,379	-14%	-$103K	0.38%	37
2023 Q2	$726K	Sell	30,926 -3,647	-11%	-$84.3K	0.47%	31
2023 Q1	$796K	Buy	34,573 +4,567	+15%	+$105K	0.58%	30
2022 Q4	$659K	Buy	+30,006	New	+$639K	0.57%	29

Other funds holding DFAE

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Leading Edge Financial Planning's DFAE Position: Q4 2024 in Review

Leading Edge Financial Planning sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2024, closing a stake of 8,940 shares — an estimated $245K sold.

Leading Edge Financial Planning first reported a position in DFAE in Q4 2022 and held it in 8 quarters. The position peaked at $796K in Q1 2023. 513 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

Leading Edge Financial Planning reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 8,940 Dimensional Emerging Core Equity Market ETF shares in Q4 2024, an estimated $245K.
Leading Edge Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 8 quarters.
Leading Edge Financial Planning's Dimensional Emerging Core Equity Market ETF position peaked at $796K in Q1 2023.
513 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on Leading Edge Financial Planning's 13F filing for Q4 2024, filed 24 Jan 2025.