Oliver Lagore Vanvalin Investment Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024 Q4	$26.4K	Buy	1,040 +641	+161%	+$17K	0.01%	326
2024 Q3	$10.9K	Buy	399 +64	+19%	+$1.67K	﹤0.01%	414
2024 Q2	$8.67K	Buy	335 +104	+45%	+$2.64K	﹤0.01%	439
2024 Q1	$5.71K	Sell	231 -281	-55%	-$6.74K	﹤0.01%	492
2023 Q4	$12.3K	Buy	512 +152	+42%	+$3.47K	﹤0.01%	383
2023 Q3	$8.13K	Buy	360 +15	+4%	+$354	﹤0.01%	473
2023 Q2	$8.09K	Sell	345 -80	-19%	-$1.85K	﹤0.01%	502
2023 Q1	$9.78K	Buy	+425	New	+$9.79K	﹤0.01%	388

Other funds holding DFAE

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Oliver Lagore Vanvalin Investment Group's DFAE Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 161% in Q4 2024, buying an estimated $17K and bringing the position to 1,040 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #326.

Oliver Lagore Vanvalin Investment Group first reported a position in DFAE in Q1 2023 and has held it in 8 quarters since. 514 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 1,040 shares of Dimensional Emerging Core Equity Market ETF worth $26.4K as of Q4 2024.
Oliver Lagore Vanvalin Investment Group bought 641 Dimensional Emerging Core Equity Market ETF shares in Q4 2024, an estimated $17K.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #326 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 8 quarters since.
514 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.