Steward Financial Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Steward Financial Group’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 Q3	$38K	Hold	1,724	–	–	0.01%	172
2023 Q2	$40K	Hold	1,724	–	–	0.01%	167
2023 Q1	$39K	Hold	1,724	–	–	0.01%	99
2022 Q4	$37K	Buy	+1,724	New	+$36.7K	0.02%	87
2022 Q3	–	Sell	-34,964	Closed	-$809K	–	408
2022 Q2	$809K	Buy	34,964 +32,640	+1,404%	+$799K	0.67%	12
2022 Q1	$60K	Buy	2,324 +600	+35%	+$16.1K	0.05%	76
2021 Q4	$47K	Buy	+1,724	New	+$47.3K	0.04%	75

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Steward Financial Group's DFAE Position: Q3 2023 in Review

Steward Financial Group held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q3 2023 at 1,724 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #172.

Steward Financial Group first reported a position in DFAE in Q4 2021 and has held it in 7 quarters since. The position peaked at $809K in Q2 2022. 359 funds tracked by Wall St. Rank hold DFAE as of Q3 2023.

Steward Financial Group held 1,724 shares of Dimensional Emerging Core Equity Market ETF worth $38K as of Q3 2023.
Steward Financial Group left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q3 2023.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #172 holding.
Steward Financial Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's Dimensional Emerging Core Equity Market ETF position peaked at $809K in Q2 2022.
359 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.