CarsonAllaria 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 | $764K | Sell |
26,399
-272
| -1% | -$7.88K | 0.41% | 32 |
|
|
2025
Q1 | $691K | Sell |
26,671
-1,108
| -4% | -$28.7K | 0.4% | 32 |
|
|
2024
Q4 | $705K | Sell |
27,779
-263
| -0.9% | -$6.67K | 0.4% | 32 |
|
|
2024
Q3 | $769K | Sell |
28,042
-676
| -2% | -$18.5K | 0.44% | 31 |
|
|
2024
Q2 | $743K | Buy |
28,718
+217
| +0.8% | +$5.61K | 0.45% | 31 |
|
|
2024
Q1 | $705K | Buy |
28,501
+1,044
| +4% | +$25.8K | 0.44% | 30 |
|
|
2023
Q4 | $662K | Buy |
27,457
+1,395
| +5% | +$33.6K | 0.47% | 29 |
|
|
2023
Q3 | $588K | Buy |
26,062
+374
| +1% | +$8.44K | 0.48% | 29 |
|
|
2023
Q2 | $603K | Buy |
25,688
+1,721
| +7% | +$40.4K | 0.47% | 28 |
|
|
2023
Q1 | $552K | Buy |
23,967
+450
| +2% | +$10.4K | 0.47% | 31 |
|
|
2022
Q4 | $516K | Buy |
23,517
+1,184
| +5% | +$26K | 0.45% | 34 |
|
|
2022
Q3 | $449K | Buy |
22,333
+7,848
| +54% | +$158K | 0.42% | 33 |
|
|
2022
Q2 | $335K | Sell |
14,485
-3,124
| -18% | -$72.3K | 0.31% | 40 |
|
|
2022
Q1 | $462K | Buy |
17,609
+4,977
| +39% | +$131K | 0.41% | 33 |
|
|
2021
Q4 | $346K | Buy |
+12,632
| New | +$346K | 0.31% | 43 |
|