Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28,741
| Closed | -$744K | – | 125 |
|
|
2024
Q2 | $744K | Sell |
28,741
-24,490
| -46% | -$634K | 0.42% | 56 |
|
|
2024
Q1 | $1.32M | Buy |
53,231
+261
| +0.5% | +$6.45K | 0.69% | 39 |
|
|
2023
Q4 | $1.28M | Buy |
52,970
+4,946
| +10% | +$119K | 0.76% | 33 |
|
|
2023
Q3 | $1.08M | Buy |
48,024
+6,126
| +15% | +$138K | 0.73% | 37 |
|
|
2023
Q2 | $983K | Buy |
41,898
+14,456
| +53% | +$339K | 0.69% | 40 |
|
|
2023
Q1 | $632K | Buy |
27,442
+10,769
| +65% | +$248K | 0.5% | 52 |
|
|
2022
Q4 | $366K | Buy |
16,673
+279
| +2% | +$6.12K | 0.33% | 75 |
|
|
2022
Q3 | $329K | Buy |
16,394
+2,785
| +20% | +$55.9K | 0.3% | 76 |
|
|
2022
Q2 | $315K | Buy |
+13,609
| New | +$315K | 0.28% | 81 |
|