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WealthCare Investment Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

WealthCare Investment 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
Q1 		– Sell
-9,251
Closed -$220K – 133
2023
Q4 		$220K Buy
+9,251
New +$211K 0.12% 119

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UBS Group
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Envestnet Asset Management
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Bank of America
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

WealthCare Investment Partners's DFAE Position: Q1 2024 in Review

WealthCare Investment Partners sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2024, closing a stake of 9,251 shares — an estimated $220K sold.

WealthCare Investment Partners first reported a position in DFAE in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 412 funds tracked by Wall St. Rank hold DFAE as of Q1 2024.

  • WealthCare Investment Partners reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2024 after selling out during the quarter.
  • WealthCare Investment Partners sold 9,251 Dimensional Emerging Core Equity Market ETF shares in Q1 2024, an estimated $220K.
  • WealthCare Investment Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and held it in 1 quarter.
  • WealthCare Investment Partners's Dimensional Emerging Core Equity Market ETF position peaked at $220K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2024.

Based on WealthCare Investment Partners's 13F filing for Q1 2024, filed 15 Apr 2024.