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Sloy Dahl & Holst’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Sloy Dahl & Holst’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
Q1 		– Sell
-15,194
Closed -$414K – 83
2021
Q4 		$414K Hold
15,194
– – 0.09% 52
2021
Q3 		$414K Buy
+15,194
New +$429K 0.09% 52

Other funds holding DFAE

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Sloy Dahl & Holst's DFAE Position: Q1 2022 in Review

Sloy Dahl & Holst sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2022, closing a stake of 15,194 shares — an estimated $414K sold.

Sloy Dahl & Holst first reported a position in DFAE in Q3 2021 and held it in 2 quarters. The position peaked at $414K in Q4 2021. 179 funds tracked by Wall St. Rank hold DFAE as of Q1 2022.

  • Sloy Dahl & Holst reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2022 after selling out during the quarter.
  • Sloy Dahl & Holst sold 15,194 Dimensional Emerging Core Equity Market ETF shares in Q1 2022, an estimated $414K.
  • Sloy Dahl & Holst first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2021 and held it in 2 quarters.
  • Sloy Dahl & Holst's Dimensional Emerging Core Equity Market ETF position peaked at $414K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2022.

Based on Sloy Dahl & Holst's 13F filing for Q1 2022, filed 10 May 2022.