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

WealthPLAN 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
2023
Q2 		– Sell
-78
Closed -$1.8K – 1296
2023
Q1 		$1.8K Buy
+78
New +$1.8K ﹤0.01% 1148

Other funds holding DFAE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPLAN Partners's DFAE Position: Q2 2023 in Review

WealthPLAN Partners sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2023, closing a stake of 78 shares — an estimated $1.8K sold.

WealthPLAN Partners first reported a position in DFAE in Q1 2023 and held it in 1 quarter. The position peaked at $1.8K in Q1 2023. 344 funds tracked by Wall St. Rank hold DFAE as of Q2 2023.

  • WealthPLAN Partners reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 78 Dimensional Emerging Core Equity Market ETF shares in Q2 2023, an estimated $1.8K.
  • WealthPLAN Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Dimensional Emerging Core Equity Market ETF position peaked at $1.8K in Q1 2023.
  • 344 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.