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

WealthStone’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
2021
Q1 		– Sell
-367,785
Closed -$9.88M – 286
2020
Q4 		$9.88M Buy
+367,785
New +$9.65M 3.51% 7

Other funds holding DFAE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

WealthStone's DFAE Position: Q1 2021 in Review

WealthStone sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2021, closing a stake of 367,785 shares — an estimated $9.88M sold.

WealthStone first reported a position in DFAE in Q4 2020 and held it in 1 quarter. The position peaked at $9.88M in Q4 2020. 55 funds tracked by Wall St. Rank hold DFAE as of Q1 2021.

  • WealthStone reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2021 after selling out during the quarter.
  • WealthStone sold 367,785 Dimensional Emerging Core Equity Market ETF shares in Q1 2021, an estimated $9.88M.
  • WealthStone first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2020 and held it in 1 quarter.
  • WealthStone's Dimensional Emerging Core Equity Market ETF position peaked at $9.88M in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.