LFA
DFAE icon

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

LifeGuide 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
Q3 		– Sell
-30,751
Closed -$721K – 38
2023
Q2 		$721K Buy
+30,751
New +$711K 0.49% 20

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

LifeGuide Financial Advisors's DFAE Position: Q3 2023 in Review

LifeGuide Financial Advisors sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q3 2023, closing a stake of 30,751 shares — an estimated $721K sold.

LifeGuide Financial Advisors first reported a position in DFAE in Q2 2023 and held it in 1 quarter. The position peaked at $721K in Q2 2023. 359 funds tracked by Wall St. Rank hold DFAE as of Q3 2023.

  • LifeGuide Financial Advisors reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q3 2023 after selling out during the quarter.
  • LifeGuide Financial Advisors sold 30,751 Dimensional Emerging Core Equity Market ETF shares in Q3 2023, an estimated $721K.
  • LifeGuide Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and held it in 1 quarter.
  • LifeGuide Financial Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $721K in Q2 2023.
  • 359 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2023.

Based on LifeGuide Financial Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.