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Mosaic Family Wealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Mosaic Family Wealth’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
2021
Q4 		$296K Sell
10,823
-165
-2% -$4.53K 0.08% 137
2021
Q3 		$299K Buy
+10,988
New +$310K 0.08% 132

Other funds holding DFAE

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Mosaic Family Wealth's DFAE Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 1.5% in Q4 2021, selling an estimated $4.53K and leaving 10,823 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #137.

Mosaic Family Wealth first reported a position in DFAE in Q3 2021 and has held it in 2 quarters since. The position peaked at $299K in Q3 2021. 152 funds tracked by Wall St. Rank hold DFAE as of Q4 2021.

  • Mosaic Family Wealth held 10,823 shares of Dimensional Emerging Core Equity Market ETF worth $296K as of Q4 2021.
  • Mosaic Family Wealth sold 165 Dimensional Emerging Core Equity Market ETF shares in Q4 2021, an estimated $4.53K.
  • Dimensional Emerging Core Equity Market ETF made up 0.08% of Mosaic Family Wealth's portfolio in Q4 2021, its #137 holding.
  • Mosaic Family Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2021 and has held it in 2 quarters since.
  • Mosaic Family Wealth's Dimensional Emerging Core Equity Market ETF position peaked at $299K in Q3 2021.
  • 152 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.