AWA
Aquire Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7M | Sell |
1,094,058
-161,736
| -13% | -$4.68M | 8.51% | 4 |
|
|
2025
Q1 | $32.5M | Buy |
1,255,794
+64,177
| +5% | +$1.66M | 10.01% | 3 |
|
|
2024
Q4 | $30.2M | Buy |
1,191,617
+61,915
| +5% | +$1.57M | 9.36% | 3 |
|
|
2024
Q3 | $31M | Buy |
1,129,702
+64,933
| +6% | +$1.78M | 9.72% | 3 |
|
|
2024
Q2 | $27.5M | Buy |
1,064,769
+51,695
| +5% | +$1.34M | 9.25% | 3 |
|
|
2024
Q1 | $25M | Buy |
1,013,074
+46,738
| +5% | +$1.16M | 8.75% | 3 |
|
|
2023
Q4 | $23.3M | Buy |
966,336
+55,470
| +6% | +$1.34M | 8.86% | 3 |
|
|
2023
Q3 | $20.6M | Buy |
910,866
+15,238
| +2% | +$344K | 8.57% | 3 |
|
|
2023
Q2 | $21M | Buy |
895,628
+86,729
| +11% | +$2.03M | 8.38% | 3 |
|
|
2023
Q1 | $18.6M | Buy |
808,899
+110,956
| +16% | +$2.55M | 8.15% | 4 |
|
|
2022
Q4 | $15.3M | Buy |
697,943
+308,399
| +79% | +$6.77M | 7.62% | 4 |
|
|
2022
Q3 | $7.83M | Buy |
389,544
+97,394
| +33% | +$1.96M | 4.54% | 5 |
|
|
2022
Q2 | $6.77M | Sell |
292,150
-63,893
| -18% | -$1.48M | 3.95% | 6 |
|
|
2022
Q1 | $9.34M | Buy |
356,043
+127,079
| +56% | +$3.33M | 4.98% | 5 |
|
|
2021
Q4 | $6.26M | Buy |
+228,964
| New | +$6.26M | 3.28% | 9 |
|