Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,312
| Closed | -$731K | – | 880 |
|
|
2023
Q4 | $731K | Buy |
30,312
+3,672
| +14% | +$88.5K | 0.02% | 417 |
|
|
2023
Q3 | $601K | Buy |
26,640
+5,271
| +25% | +$119K | 0.02% | 424 |
|
|
2023
Q2 | $501K | Buy |
21,369
+3,004
| +16% | +$70.5K | 0.04% | 349 |
|
|
2023
Q1 | $423K | Buy |
+18,365
| New | +$423K | 0.03% | 403 |
|