Beta Wealth Group’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
Q1 | – | Sell |
-64,963
| Closed | -$1.65M | – | 111 |
|
|
2024
Q4 | $1.65M | Buy |
64,963
+729
| +1% | +$18.5K | 0.73% | 34 |
|
|
2024
Q3 | $1.76M | Sell |
64,234
-851
| -1% | -$23.3K | 0.79% | 33 |
|
|
2024
Q2 | $1.68M | Buy |
65,085
+1,892
| +3% | +$48.9K | 0.8% | 35 |
|
|
2024
Q1 | $1.56M | Buy |
63,193
+2,664
| +4% | +$65.9K | 0.76% | 34 |
|
|
2023
Q4 | $1.46M | Buy |
60,529
+1,778
| +3% | +$42.9K | 0.77% | 32 |
|
|
2023
Q3 | $1.33M | Buy |
58,751
+1,439
| +3% | +$32.5K | 0.78% | 33 |
|
|
2023
Q2 | $1.34M | Buy |
57,312
+511
| +0.9% | +$12K | 0.78% | 35 |
|
|
2023
Q1 | $1.31M | Buy |
56,801
+1,091
| +2% | +$25.1K | 0.75% | 36 |
|
|
2022
Q4 | $1.22M | Sell |
55,710
-2,422
| -4% | -$53.2K | 0.82% | 34 |
|
|
2022
Q3 | $1.17M | Buy |
58,132
+2,064
| +4% | +$41.5K | 0.84% | 36 |
|
|
2022
Q2 | $1.3M | Buy |
56,068
+2,216
| +4% | +$51.3K | 0.87% | 35 |
|
|
2022
Q1 | $1.41M | Buy |
+53,852
| New | +$1.41M | 0.95% | 31 |
|