Andrews Lucia Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.58M | Buy |
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|
2025
Q2 | $4.17M | Sell |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $3.7M | Buy |
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|
2024
Q3 | $3.48M | Buy |
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|
2024
Q2 | $3.25M | Hold |
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|
2024
Q1 | $3.25M | Buy |
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|
2023
Q4 | $2.97M | Buy |
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|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.72M | Buy |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.16M | Buy |
|