AWM
Avondale 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 | $10.5M | Sell |
362,622
-74,328
| -17% | -$2.15M | 5.86% | 6 |
|
|
2025
Q1 | $11.3M | Buy |
436,950
+19,832
| +5% | +$513K | 7.12% | 4 |
|
|
2024
Q4 | $10.6M | Buy |
417,118
+26,460
| +7% | +$671K | 6.78% | 5 |
|
|
2024
Q3 | $10.7M | Buy |
390,658
+16,567
| +4% | +$454K | 6.96% | 5 |
|
|
2024
Q2 | $9.68M | Sell |
374,091
-11,760
| -3% | -$304K | 6.61% | 5 |
|
|
2024
Q1 | $9.54M | Buy |
385,851
+18,983
| +5% | +$469K | 6.69% | 5 |
|
|
2023
Q4 | $8.85M | Buy |
366,868
+23,508
| +7% | +$567K | 7.13% | 5 |
|
|
2023
Q3 | $7.75M | Sell |
343,360
-35
| -0% | -$790 | 6.8% | 5 |
|
|
2023
Q2 | $8.06M | Buy |
+343,395
| New | +$8.06M | 6.77% | 6 |
|