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Shilanski & Associates’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Shilanski & Associates’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 		– Sell
-14,967
Closed -$301K – 126
2022
Q3 		$301K Buy
+14,967
New +$338K 0.11% 101

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
EW
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

Shilanski & Associates's DFAE Position: Q4 2022 in Review

Shilanski & Associates sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2022, closing a stake of 14,967 shares — an estimated $301K sold.

Shilanski & Associates first reported a position in DFAE in Q3 2022 and held it in 1 quarter. The position peaked at $301K in Q3 2022. 307 funds tracked by Wall St. Rank hold DFAE as of Q4 2022.

  • Shilanski & Associates reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 14,967 Dimensional Emerging Core Equity Market ETF shares in Q4 2022, an estimated $301K.
  • Shilanski & Associates first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Dimensional Emerging Core Equity Market ETF position peaked at $301K in Q3 2022.
  • 307 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.