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Oakwood Capital Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Oakwood Capital 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
2021
Q2 		$3.35M Buy
113,133
+67,843
+150% +$1.97M 0.86% 43
2021
Q1 		$1.27M Buy
+45,290
New +$1.29M 0.37% 44

Other funds holding DFAE

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Oakwood Capital Management's DFAE Position: Q2 2021 in Review

Oakwood Capital Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 150% in Q2 2021, buying an estimated $1.97M and bringing the position to 113,133 shares worth $3.35M. The position accounts for 0.86% of the portfolio, ranked #43.

Oakwood Capital Management first reported a position in DFAE in Q1 2021 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold DFAE as of Q2 2021.

  • Oakwood Capital Management held 113,133 shares of Dimensional Emerging Core Equity Market ETF worth $3.35M as of Q2 2021.
  • Oakwood Capital Management bought 67,843 Dimensional Emerging Core Equity Market ETF shares in Q2 2021, an estimated $1.97M.
  • Dimensional Emerging Core Equity Market ETF made up 0.86% of Oakwood Capital Management's portfolio in Q2 2021, its #43 holding.
  • Oakwood Capital Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2021.

Based on Oakwood Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.