Resolute Financial’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Resolute Financial’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 Q4	$348K	Buy	15,857 +496	+3%	+$10.6K	0.3%	81
2022 Q3	$309K	Buy	15,361 +2,793	+22%	+$63K	0.29%	83
2022 Q2	$291K	Buy	12,568 +1,430	+13%	+$35K	0.25%	88
2022 Q1	$292K	Buy	11,138 +2,022	+22%	+$54.2K	0.24%	87
2021 Q4	$249K	Buy	+9,116	New	+$250K	0.19%	105

Other funds holding DFAE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Resolute Financial's DFAE Position: Q4 2022 in Review

Resolute Financial increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.2% in Q4 2022, buying an estimated $10.6K and bringing the position to 15,857 shares worth $348K. The position accounts for 0.3% of the portfolio, ranked #81.

Resolute Financial first reported a position in DFAE in Q4 2021 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold DFAE as of Q4 2022.

Resolute Financial held 15,857 shares of Dimensional Emerging Core Equity Market ETF worth $348K as of Q4 2022.
Resolute Financial bought 496 Dimensional Emerging Core Equity Market ETF shares in Q4 2022, an estimated $10.6K.
Dimensional Emerging Core Equity Market ETF made up 0.3% of Resolute Financial's portfolio in Q4 2022, its #81 holding.
Resolute Financial first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 5 quarters since.
307 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.