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Retirement Guys Formula’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Retirement Guys Formula’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
2025
Q1 		– Sell
-33,442
Closed -$848K – 143
2024
Q4 		$848K Sell
33,442
-4,937
-13% -$131K 0.43% 69
2024
Q3 		$1.05M Buy
38,379
+90
+0.2% +$2.35K 0.49% 63
2024
Q2 		$991K Sell
38,289
-3,591
-9% -$91K 0.47% 64
2024
Q1 		$1.04M Sell
41,880
-172
-0.4% -$4.12K 0.5% 64
2023
Q4 		$1.01M Buy
42,052
+10,860
+35% +$248K 0.54% 54
2023
Q3 		$704K Sell
31,192
-1,804
-5% -$42.5K 0.49% 62
2023
Q2 		$774K Buy
32,996
+2,484
+8% +$57.4K 0.45% 47
2023
Q1 		$702K Sell
30,512
-10
-0% -$230 0.5% 46
2022
Q4 		$670K Buy
30,522
+7,999
+36% +$170K 0.55% 37
2022
Q3 		$452K Buy
22,523
+1,190
+6% +$26.9K 0.48% 50
2022
Q2 		$494K Buy
21,333
+4,068
+24% +$99.6K 0.51% 43
2022
Q1 		$453K Buy
+17,265
New +$463K 0.3% 63

Other funds holding DFAE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Retirement Guys Formula's DFAE Position: Q1 2025 in Review

Retirement Guys Formula sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2025, closing a stake of 33,442 shares — an estimated $848K sold.

Retirement Guys Formula first reported a position in DFAE in Q1 2022 and held it in 12 quarters. The position peaked at $1.05M in Q3 2024. 526 funds tracked by Wall St. Rank hold DFAE as of Q1 2025.

  • Retirement Guys Formula reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 33,442 Dimensional Emerging Core Equity Market ETF shares in Q1 2025, an estimated $848K.
  • Retirement Guys Formula first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and held it in 12 quarters.
  • Retirement Guys Formula's Dimensional Emerging Core Equity Market ETF position peaked at $1.05M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2025.

Based on Retirement Guys Formula's 13F filing for Q1 2025, filed 23 Apr 2025.