AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Buy |
316,464
+33,008
| +12% | +$956K | 0.07% | 262 |
|
|
2025
Q1 | $7.34M | Buy |
283,456
+23,183
| +9% | +$600K | 0.06% | 280 |
|
|
2024
Q4 | $6.6M | Buy |
260,273
+29,347
| +13% | +$745K | 0.06% | 295 |
|
|
2024
Q3 | $6.33M | Buy |
230,926
+29,084
| +14% | +$797K | 0.06% | 292 |
|
|
2024
Q2 | $5.22M | Buy |
201,842
+15,059
| +8% | +$390K | 0.05% | 316 |
|
|
2024
Q1 | $4.62M | Buy |
186,783
+18,901
| +11% | +$467K | 0.05% | 314 |
|
|
2023
Q4 | $3.94M | Buy |
167,882
+26,208
| +18% | +$615K | 0.02% | 669 |
|
|
2023
Q3 | $3.2M | Buy |
141,674
+25,061
| +21% | +$566K | 0.02% | 684 |
|
|
2023
Q2 | $2.74M | Buy |
116,613
+8,410
| +8% | +$197K | 0.02% | 738 |
|
|
2023
Q1 | $2.49M | Buy |
108,203
+38,342
| +55% | +$883K | 0.02% | 718 |
|
|
2022
Q4 | $1.53M | Buy |
69,861
+16,508
| +31% | +$362K | 0.01% | 838 |
|
|
2022
Q3 | $1.07M | Buy |
53,353
+8,980
| +20% | +$180K | 0.01% | 913 |
|
|
2022
Q2 | $1.03M | Buy |
44,373
+15,728
| +55% | +$364K | 0.01% | 878 |
|
|
2022
Q1 | $752K | Buy |
+28,645
| New | +$752K | 0.01% | 1032 |
|