RW
DFAE icon

REDW Wealth’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

REDW Wealth’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 		– Sell
-10,847
Closed -$297K – 113
2024
Q3 		$297K Sell
10,847
-600
-5% -$15.6K 0.08% 129
2024
Q2 		$296K Sell
11,447
-100
-0.9% -$2.54K 0.08% 124
2024
Q1 		$285K Hold
11,547
– – 0.08% 127
2023
Q4 		$278K Hold
11,547
– – 0.08% 123
2023
Q3 		$261K Buy
11,547
+300
+3% +$7.07K 0.08% 113
2023
Q2 		$264K Buy
11,247
+528
+5% +$12.2K 0.08% 122
2023
Q1 		$247K Buy
+10,719
New +$247K 0.08% 122

Other funds holding DFAE

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

REDW Wealth's DFAE Position: Q4 2024 in Review

REDW Wealth sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2024, closing a stake of 10,847 shares — an estimated $297K sold.

REDW Wealth first reported a position in DFAE in Q1 2023 and held it in 7 quarters. The position peaked at $297K in Q3 2024. 513 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

  • REDW Wealth reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 10,847 Dimensional Emerging Core Equity Market ETF shares in Q4 2024, an estimated $297K.
  • REDW Wealth first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and held it in 7 quarters.
  • REDW Wealth's Dimensional Emerging Core Equity Market ETF position peaked at $297K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.