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

Stonnington 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 Q1	$516K	Buy	22,050 +10,810	+96%	+$249K	0.13%	145
2022 Q4	$262K	Hold	11,240	–	–	0.07%	176
2022 Q3	$224K	Buy	11,240 +50	+0.4%	+$1.13K	0.06%	186
2022 Q2	$258K	Sell	11,190 -550	-5%	-$13.5K	0.07%	191
2022 Q1	$304K	Buy	+11,740	New	+$315K	0.07%	197
2021 Q3	–	Sell	-10,692	Closed	-$305K	–	265
2021 Q2	$305K	Buy	10,692 +1,842	+21%	+$53.5K	0.07%	221
2021 Q1	$247K	Buy	+8,850	New	+$252K	0.06%	226

Other funds holding DFAE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stonnington Group's DFAE Position: Q1 2023 in Review

Stonnington Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 96% in Q1 2023, buying an estimated $249K and bringing the position to 22,050 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #145.

Stonnington Group first reported a position in DFAE in Q1 2021 and has held it in 7 quarters since. 336 funds tracked by Wall St. Rank hold DFAE as of Q1 2023.

Stonnington Group held 22,050 shares of Dimensional Emerging Core Equity Market ETF worth $516K as of Q1 2023.
Stonnington Group bought 10,810 Dimensional Emerging Core Equity Market ETF shares in Q1 2023, an estimated $249K.
Dimensional Emerging Core Equity Market ETF made up 0.13% of Stonnington Group's portfolio in Q1 2023, its #145 holding.
Stonnington Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 7 quarters since.
336 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.