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NorthRock Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

NorthRock Partners’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
-15
Closed -$381 – 865
2024
Q4 		$381 Buy
+15
New +$397 ﹤0.01% 770
2024
Q2 		– Sell
-74
Closed -$1.83K – 819
2024
Q1 		$1.83K Hold
74
– – ﹤0.01% 793
2023
Q4 		$1.78K Buy
+74
New +$1.69K ﹤0.01% 734

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

NorthRock Partners's DFAE Position: Q1 2025 in Review

NorthRock Partners sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2025, closing a stake of 15 shares — an estimated $381 sold.

NorthRock Partners first reported a position in DFAE in Q4 2023 and held it in 3 quarters. The position peaked at $1.83K in Q1 2024. 526 funds tracked by Wall St. Rank hold DFAE as of Q1 2025.

  • NorthRock Partners reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • NorthRock Partners sold 15 Dimensional Emerging Core Equity Market ETF shares in Q1 2025, an estimated $381.
  • NorthRock Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and held it in 3 quarters.
  • NorthRock Partners's Dimensional Emerging Core Equity Market ETF position peaked at $1.83K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2025.

Based on NorthRock Partners's 13F filing for Q1 2025, filed 8 May 2025.