Adams Chetwood Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.16M | Buy |
158,331
+12,349
| +8% | +$324K | 2.36% | 9 |
|
|
2021
Q4 | $3.99M | Buy |
145,982
+18,699
| +15% | +$512K | 2.71% | 10 |
|
|
2021
Q3 | $3.47M | Buy |
127,283
+33,566
| +36% | +$915K | 2.51% | 10 |
|
|
2021
Q2 | $2.78M | Buy |
93,717
+19,260
| +26% | +$571K | 1.96% | 12 |
|
|
2021
Q1 | $2.09M | Buy |
74,457
+20,779
| +39% | +$583K | 1.59% | 15 |
|
|
2020
Q4 | $1.44M | Buy |
+53,678
| New | +$1.44M | 1.2% | 16 |
|