AWM
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Aegis Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Aegis Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.63M Hold
140,248
– – 2.18% 14
2025
Q1 		$3.63M Sell
140,248
-6,472
-4% -$168K 2.14% 14
2024
Q4 		$3.72M Buy
+146,720
New +$3.72M 2.52% 11