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

Soundmark 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 Q2	–	Sell	-38,531	Closed	-$952K	–	14
2024 Q1	$952K	Sell	38,531 -878	-2%	-$21K	0.42%	37
2023 Q4	$950K	Buy	39,409 +7,461	+23%	+$171K	0.47%	37
2023 Q3	$721K	Hold	31,948	–	–	0.4%	40
2023 Q2	$750K	Hold	31,948	–	–	0.42%	39
2023 Q1	$735K	Buy	31,948 +3,895	+14%	+$89.8K	0.44%	39
2022 Q4	$616K	Buy	+28,053	New	+$597K	0.4%	41

Other funds holding DFAE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Soundmark Wealth Management's DFAE Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2024, closing a stake of 38,531 shares — an estimated $952K sold.

Soundmark Wealth Management first reported a position in DFAE in Q4 2022 and held it in 6 quarters. The position peaked at $952K in Q1 2024. 435 funds tracked by Wall St. Rank hold DFAE as of Q2 2024.

Soundmark Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 38,531 Dimensional Emerging Core Equity Market ETF shares in Q2 2024, an estimated $952K.
Soundmark Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 6 quarters.
Soundmark Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $952K in Q1 2024.
435 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.