Cahill 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
Q1 | $1.62M | Buy |
62,651
+3,795
| +6% | +$98.3K | 0.83% | 21 |
|
|
2024
Q4 | $1.49M | Buy |
58,856
+1,518
| +3% | +$38.5K | 0.76% | 21 |
|
|
2024
Q3 | $1.57M | Buy |
57,338
+80
| +0.1% | +$2.19K | 0.81% | 20 |
|
|
2024
Q2 | $1.48M | Buy |
57,258
+5,554
| +11% | +$144K | 0.88% | 18 |
|
|
2024
Q1 | $1.28M | Sell |
51,704
-174
| -0.3% | -$4.3K | 0.74% | 21 |
|
|
2023
Q4 | $1.25M | Sell |
51,878
-1,586
| -3% | -$38.2K | 0.84% | 21 |
|
|
2023
Q3 | $1.21M | Buy |
53,464
+2,307
| +5% | +$52.1K | 0.93% | 18 |
|
|
2023
Q2 | $1.2M | Sell |
51,157
-1,478
| -3% | -$34.7K | 0.83% | 21 |
|
|
2023
Q1 | $1.21M | Buy |
52,635
+5,898
| +13% | +$136K | 0.89% | 20 |
|
|
2022
Q4 | $1.1M | Buy |
+46,737
| New | +$1.1M | 0.8% | 20 |
|
|
2022
Q2 | – | Sell |
-8,305
| Closed | -$217K | – | 43 |
|
|
2022
Q1 | $217K | Buy |
+8,305
| New | +$217K | 0.16% | 38 |
|