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Legacy Investment Solutions’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Legacy Investment Solutions’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 		$4.69K Sell
181
-180
-50% -$4.76K ﹤0.01% 397
2024
Q3 		$9.3K Buy
+361
New +$9.41K 0.01% 325

Other funds holding DFAE

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Legacy Investment Solutions's DFAE Position: Q4 2024 in Review

Legacy Investment Solutions reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 50% in Q4 2024, selling an estimated $4.76K and leaving 181 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Legacy Investment Solutions first reported a position in DFAE in Q3 2024 and has held it in 2 quarters since. The position peaked at $9.3K in Q3 2024. 513 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

  • Legacy Investment Solutions held 181 shares of Dimensional Emerging Core Equity Market ETF worth $4.69K as of Q4 2024.
  • Legacy Investment Solutions sold 180 Dimensional Emerging Core Equity Market ETF shares in Q4 2024, an estimated $4.76K.
  • Dimensional Emerging Core Equity Market ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #397 holding.
  • Legacy Investment Solutions first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Dimensional Emerging Core Equity Market ETF position peaked at $9.3K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.