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True Wealth Design’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

True Wealth Design’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
Q4 		– Sell
-2,932
Closed -$66.2K – 790
2023
Q3 		$66.2K Buy
2,932
+6
+0.2% +$141 0.02% 141
2023
Q2 		$68.6K Buy
2,926
+1,015
+53% +$23.5K 0.03% 141
2023
Q1 		$44K Hold
1,911
– – 0.02% 166
2022
Q4 		$41.9K Buy
+1,911
New +$40.7K 0.02% 155

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

True Wealth Design's DFAE Position: Q4 2023 in Review

True Wealth Design sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2023, closing a stake of 2,932 shares — an estimated $66.2K sold.

True Wealth Design first reported a position in DFAE in Q4 2022 and held it in 4 quarters. The position peaked at $68.6K in Q2 2023. 413 funds tracked by Wall St. Rank hold DFAE as of Q4 2023.

  • True Wealth Design reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2023 after selling out during the quarter.
  • True Wealth Design sold 2,932 Dimensional Emerging Core Equity Market ETF shares in Q4 2023, an estimated $66.2K.
  • True Wealth Design first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and held it in 4 quarters.
  • True Wealth Design's Dimensional Emerging Core Equity Market ETF position peaked at $68.6K in Q2 2023.
  • 413 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2023.

Based on True Wealth Design's 13F filing for Q4 2023, filed 14 Feb 2024.