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Portfolio Solutions’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Portfolio Solutions’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
2022
Q3 		$5.02M Buy
249,747
+85,397
+52% +$1.93M 0.63% 20
2022
Q2 		$3.81M Buy
164,350
+106,070
+182% +$2.6M 0.49% 24
2022
Q1 		$1.53M Buy
+58,280
New +$1.56M 0.2% 20

Other funds holding DFAE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Portfolio Solutions's DFAE Position: Q3 2022 in Review

Portfolio Solutions increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 52% in Q3 2022, buying an estimated $1.93M and bringing the position to 249,747 shares worth $5.02M. The position accounts for 0.63% of the portfolio, ranked #20.

Portfolio Solutions first reported a position in DFAE in Q1 2022 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold DFAE as of Q3 2022.

  • Portfolio Solutions held 249,747 shares of Dimensional Emerging Core Equity Market ETF worth $5.02M as of Q3 2022.
  • Portfolio Solutions bought 85,397 Dimensional Emerging Core Equity Market ETF shares in Q3 2022, an estimated $1.93M.
  • Dimensional Emerging Core Equity Market ETF made up 0.63% of Portfolio Solutions's portfolio in Q3 2022, its #20 holding.
  • Portfolio Solutions first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.