MWM
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MGB Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

MGB Wealth Management’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
2025
Q1 		– Sell
-290
Closed -$7.36K – 298
2024
Q4 		$7.36K Buy
+290
New +$7.67K ﹤0.01% 275

Other funds holding DFAE

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
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

MGB Wealth Management's DFAE Position: Q1 2025 in Review

MGB Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2025, closing a stake of 290 shares — an estimated $7.36K sold.

MGB Wealth Management first reported a position in DFAE in Q4 2024 and held it in 1 quarter. The position peaked at $7.36K in Q4 2024. 526 funds tracked by Wall St. Rank hold DFAE as of Q1 2025.

  • MGB Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • MGB Wealth Management sold 290 Dimensional Emerging Core Equity Market ETF shares in Q1 2025, an estimated $7.36K.
  • MGB Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and held it in 1 quarter.
  • MGB Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $7.36K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2025.

Based on MGB Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.