RRC
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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
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
UBS Group
UBS Group Zurich, Switzerland $564B 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return