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Sterling Financial Planning’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-4,736
Closed -$129K – 174
2021
Q3 		$129K Hold
4,736
– – 0.08% 111
2021
Q2 		$140K Hold
4,736
– – 0.09% 101
2021
Q1 		$133K Buy
4,736
+4,625
+4,167% +$131K 0.09% 96
2020
Q4 		$3K Buy
+111
New +$2.91K ﹤0.01% 324

Other funds holding DFAE

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Sterling Financial Planning's DFAE Position: Q4 2021 in Review

Sterling Financial Planning sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2021, closing a stake of 4,736 shares — an estimated $129K sold.

Sterling Financial Planning first reported a position in DFAE in Q4 2020 and held it in 4 quarters. The position peaked at $140K in Q2 2021. 152 funds tracked by Wall St. Rank hold DFAE as of Q4 2021.

  • Sterling Financial Planning reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 4,736 Dimensional Emerging Core Equity Market ETF shares in Q4 2021, an estimated $129K.
  • Sterling Financial Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Dimensional Emerging Core Equity Market ETF position peaked at $140K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.