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

Sanctuary Wealth Management’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	$82.4K	Hold	3,246	–	–	0.05%	72
2024 Q3	$89K	Sell	3,246 -693	-18%	-$18.1K	0.06%	70
2024 Q2	$102K	Sell	3,939 -455	-10%	-$11.5K	0.08%	63
2024 Q1	$109K	Sell	4,394 -1,595	-27%	-$38.2K	0.09%	63
2023 Q4	$144K	Buy	5,989 +21	+0.4%	+$480	0.14%	48
2023 Q3	$135K	Buy	5,968 +405	+7%	+$9.55K	0.15%	40
2023 Q2	$131K	Buy	+5,563	New	+$129K	0.14%	42
2022 Q4	$88.5K	Buy	+4,034	New	+$85.8K	0.1%	50

Other funds holding DFAE

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Sanctuary Wealth Management's DFAE Position: Q4 2024 in Review

Sanctuary Wealth Management held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q4 2024 at 3,246 shares worth $82.4K. The position accounts for 0.05% of the portfolio, ranked #72.

Sanctuary Wealth Management first reported a position in DFAE in Q4 2022 and has held it in 8 quarters since. The position peaked at $144K in Q4 2023. 514 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

Sanctuary Wealth Management held 3,246 shares of Dimensional Emerging Core Equity Market ETF worth $82.4K as of Q4 2024.
Sanctuary Wealth Management left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q4 2024.
Dimensional Emerging Core Equity Market ETF made up 0.05% of Sanctuary Wealth Management's portfolio in Q4 2024, its #72 holding.
Sanctuary Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $144K in Q4 2023.
514 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.