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Tempus Wealth Planning’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Tempus Wealth 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
2024
Q1 		– Sell
-59,293
Closed -$1.43M – 192
2023
Q4 		$1.43M Buy
+59,293
New +$1.36M 0.63% 49
2023
Q3 		– Sell
-45,199
Closed -$1.06M – 173
2023
Q2 		$1.06M Buy
+45,199
New +$1.05M 0.48% 62

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Tempus Wealth Planning's DFAE Position: Q1 2024 in Review

Tempus Wealth Planning sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2024, closing a stake of 59,293 shares — an estimated $1.43M sold.

Tempus Wealth Planning first reported a position in DFAE in Q2 2023 and held it in 2 quarters. The position peaked at $1.43M in Q4 2023. 413 funds tracked by Wall St. Rank hold DFAE as of Q1 2024.

  • Tempus Wealth Planning reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 59,293 Dimensional Emerging Core Equity Market ETF shares in Q1 2024, an estimated $1.43M.
  • Tempus Wealth Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2023 and held it in 2 quarters.
  • Tempus Wealth Planning's Dimensional Emerging Core Equity Market ETF position peaked at $1.43M in Q4 2023.
  • 413 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.