Relaxing Retirement Coach’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Relaxing Retirement Coach’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
2023 Q2	$837K	Sell	35,661 -11,738	-25%	-$271K	0.25%	40
2023 Q1	$1.09M	Sell	47,399 -29,523	-38%	-$680K	0.36%	37
2022 Q4	$1.69M	Sell	76,922 -174,295	-69%	-$3.71M	0.63%	25
2022 Q3	$5.05M	Sell	251,217 -149,455	-37%	-$3.37M	2.38%	11
2022 Q2	$9.28M	Sell	400,672 -93,365	-19%	-$2.29M	4.68%	7
2022 Q1	$13M	Buy	494,037 +164,089	+50%	+$4.4M	6.65%	4
2021 Q4	$9.03M	Buy	329,948 +283,087	+604%	+$7.77M	5.19%	6
2021 Q3	$1.28M	Buy	+46,861	New	+$1.32M	1.05%	27

Other funds holding DFAE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Relaxing Retirement Coach's DFAE Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 25% in Q2 2023, selling an estimated $271K and leaving 35,661 shares worth $837K. The position accounts for 0.25% of the portfolio, ranked #40.

Relaxing Retirement Coach first reported a position in DFAE in Q3 2021 and has held it in 8 quarters since. The position peaked at $13M in Q1 2022. 344 funds tracked by Wall St. Rank hold DFAE as of Q2 2023.

Relaxing Retirement Coach held 35,661 shares of Dimensional Emerging Core Equity Market ETF worth $837K as of Q2 2023.
Relaxing Retirement Coach sold 11,738 Dimensional Emerging Core Equity Market ETF shares in Q2 2023, an estimated $271K.
Dimensional Emerging Core Equity Market ETF made up 0.25% of Relaxing Retirement Coach's portfolio in Q2 2023, its #40 holding.
Relaxing Retirement Coach first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2021 and has held it in 8 quarters since.
Relaxing Retirement Coach's Dimensional Emerging Core Equity Market ETF position peaked at $13M in Q1 2022.
344 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.