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Sawyer & Company’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Sawyer & Company’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
Q1 		– Sell
-434
Closed -$10K – 179
2022
Q4 		$10K Buy
+434
New +$9.23K ﹤0.01% 165

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 $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
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 $75.1B AUM 31.89% 1-Year Est. Return

Sawyer & Company's DFAE Position: Q1 2023 in Review

Sawyer & Company sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2023, closing a stake of 434 shares — an estimated $10K sold.

Sawyer & Company first reported a position in DFAE in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 336 funds tracked by Wall St. Rank hold DFAE as of Q1 2023.

  • Sawyer & Company reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2023 after selling out during the quarter.
  • Sawyer & Company sold 434 Dimensional Emerging Core Equity Market ETF shares in Q1 2023, an estimated $10K.
  • Sawyer & Company first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 1 quarter.
  • Sawyer & Company's Dimensional Emerging Core Equity Market ETF position peaked at $10K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2023.

Based on Sawyer & Company's 13F filing for Q1 2023, filed 19 Apr 2023.