Beaird Harris Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Sell |
284,846
-1,515
| -0.5% | -$43.9K | 0.64% | 27 |
|
|
2025
Q1 | $7.41M | Buy |
286,361
+7,698
| +3% | +$199K | 0.63% | 25 |
|
|
2024
Q4 | $7.07M | Sell |
278,663
-3,127
| -1% | -$79.3K | 0.61% | 26 |
|
|
2024
Q3 | $7.72M | Sell |
281,790
-10,248
| -4% | -$281K | 0.67% | 24 |
|
|
2024
Q2 | $7.56M | Sell |
292,038
-38,732
| -12% | -$1M | 0.71% | 25 |
|
|
2024
Q1 | $8.18M | Buy |
330,770
+853
| +0.3% | +$21.1K | 0.8% | 23 |
|
|
2023
Q4 | $7.95M | Sell |
329,917
-5,365
| -2% | -$129K | 0.83% | 23 |
|
|
2023
Q3 | $7.57M | Sell |
335,282
-2,785
| -0.8% | -$62.9K | 0.91% | 22 |
|
|
2023
Q2 | $7.93M | Sell |
338,067
-3,439
| -1% | -$80.7K | 0.95% | 21 |
|
|
2023
Q1 | $7.86M | Sell |
341,506
-2,031
| -0.6% | -$46.8K | 1.41% | 18 |
|
|
2022
Q4 | $7.54M | Buy |
343,537
+98,822
| +40% | +$2.17M | 1.41% | 18 |
|
|
2022
Q3 | $4.92M | Buy |
244,715
+180,381
| +280% | +$3.62M | 1.08% | 17 |
|
|
2022
Q2 | $1.49M | Buy |
64,334
+58,191
| +947% | +$1.35M | 0.41% | 29 |
|
|
2022
Q1 | $161K | Buy |
+6,143
| New | +$161K | 0.06% | 99 |
|