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Walden Wealth Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Walden Wealth Partners’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
Q2 		$1.02M Buy
39,610
+358
+0.9% +$9.07K 0.57% 29
2024
Q1 		$975K Sell
39,252
-1,505
-4% -$36.1K 0.57% 30
2023
Q4 		$983K Buy
+40,757
New +$932K 0.62% 27

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Walden Wealth Partners's DFAE Position: Q2 2024 in Review

Walden Wealth Partners increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.91% in Q2 2024, buying an estimated $9.07K and bringing the position to 39,610 shares worth $1.02M. The position accounts for 0.57% of the portfolio, ranked #29.

Walden Wealth Partners first reported a position in DFAE in Q4 2023 and has held it in 3 quarters since. 434 funds tracked by Wall St. Rank hold DFAE as of Q2 2024.

  • Walden Wealth Partners held 39,610 shares of Dimensional Emerging Core Equity Market ETF worth $1.02M as of Q2 2024.
  • Walden Wealth Partners bought 358 Dimensional Emerging Core Equity Market ETF shares in Q2 2024, an estimated $9.07K.
  • Dimensional Emerging Core Equity Market ETF made up 0.57% of Walden Wealth Partners's portfolio in Q2 2024, its #29 holding.
  • Walden Wealth Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 3 quarters since.
  • 434 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.