OP
DFAE icon

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

ORG 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
2024
Q1 		– Sell
-33
Closed -$814 – 653
2023
Q4 		$814 Buy
+33
New +$754 ﹤0.01% 1016
2023
Q3 		– Sell
-33
Closed -$789 – 1414
2023
Q2 		$789 Buy
+33
New +$763 ﹤0.01% 1257

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

ORG Partners's DFAE Position: Q1 2024 in Review

ORG Partners sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2024, closing a stake of 33 shares — an estimated $814 sold.

ORG Partners first reported a position in DFAE in Q2 2023 and held it in 2 quarters. The position peaked at $814 in Q4 2023. 412 funds tracked by Wall St. Rank hold DFAE as of Q1 2024.

  • ORG Partners reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 33 Dimensional Emerging Core Equity Market ETF shares in Q1 2024, an estimated $814.
  • ORG Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's Dimensional Emerging Core Equity Market ETF position peaked at $814 in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.