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Mills Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Mills Wealth 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
2025
Q1 		– Sell
-64,551
Closed -$1.64M – 68
2024
Q4 		$1.64M Buy
64,551
+14,732
+30% +$390K 0.93% 24
2024
Q3 		$1.37M Buy
49,819
+396
+0.8% +$10.3K 0.94% 23
2024
Q2 		$1.28M Buy
49,423
+12
+0% +$304 0.91% 23
2024
Q1 		$1.22M Sell
49,411
-13,205
-21% -$316K 0.9% 24
2023
Q4 		$1.51M Sell
62,616
-16
-0% -$366 1.15% 20
2023
Q3 		$1.41M Sell
62,632
-5,741
-8% -$135K 1.13% 20
2023
Q2 		$1.6M Buy
68,373
+3,416
+5% +$79K 1.22% 19
2023
Q1 		$1.5M Sell
64,957
-15,904
-20% -$366K 1.2% 20
2022
Q4 		$1.77M Buy
+80,861
New +$1.72M 1.6% 16

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 $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
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Mills Wealth Advisors's DFAE Position: Q1 2025 in Review

Mills Wealth Advisors sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2025, closing a stake of 64,551 shares — an estimated $1.64M sold.

Mills Wealth Advisors first reported a position in DFAE in Q4 2022 and held it in 9 quarters. The position peaked at $1.77M in Q4 2022. 526 funds tracked by Wall St. Rank hold DFAE as of Q1 2025.

  • Mills Wealth Advisors reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • Mills Wealth Advisors sold 64,551 Dimensional Emerging Core Equity Market ETF shares in Q1 2025, an estimated $1.64M.
  • Mills Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 9 quarters.
  • Mills Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $1.77M in Q4 2022.
  • 526 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2025.

Based on Mills Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.