AWM
Arista Wealth Management’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 | $17.4M | Buy |
601,025
+16,703
| +3% | +$484K | 2.41% | 9 |
|
|
2025
Q1 | $15.1M | Buy |
584,322
+21,177
| +4% | +$548K | 3.67% | 8 |
|
|
2024
Q4 | $14.3M | Buy |
563,145
+14,083
| +3% | +$357K | 3.43% | 9 |
|
|
2024
Q3 | $15M | Buy |
549,062
+14,399
| +3% | +$395K | 3.61% | 8 |
|
|
2024
Q2 | $13.8M | Buy |
534,663
+346,816
| +185% | +$8.97M | 3.64% | 8 |
|
|
2024
Q1 | $4.64M | Sell |
187,847
-301,945
| -62% | -$7.46M | 3.55% | 10 |
|
|
2023
Q4 | $11.8M | Sell |
489,792
-25,282
| -5% | -$610K | 4.32% | 8 |
|
|
2023
Q3 | $11.6M | Buy |
515,074
+67,076
| +15% | +$1.51M | 4.55% | 8 |
|
|
2023
Q2 | $10.5M | Buy |
447,998
+308,314
| +221% | +$7.23M | 4.37% | 8 |
|
|
2023
Q1 | $3.22M | Buy |
139,684
+109,224
| +359% | +$2.51M | 1.75% | 13 |
|
|
2022
Q4 | $669K | Buy |
+30,460
| New | +$669K | 0.42% | 29 |
|