Chico Wealth RIA’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 | $11.5M | Sell |
397,760
-3,756
| -0.9% | -$109K | 9.11% | 3 |
|
|
2025
Q1 | $10.4M | Buy |
401,516
+13,643
| +4% | +$353K | 9.02% | 3 |
|
|
2024
Q4 | $9.84M | Buy |
387,873
+11,615
| +3% | +$295K | 8.6% | 3 |
|
|
2024
Q3 | $10.3M | Buy |
376,258
+8,763
| +2% | +$240K | 8.82% | 3 |
|
|
2024
Q2 | $9.51M | Buy |
367,495
+15,675
| +4% | +$406K | 8.71% | 3 |
|
|
2024
Q1 | $8.7M | Buy |
351,820
+19,813
| +6% | +$490K | 8.22% | 3 |
|
|
2023
Q4 | $8M | Sell |
332,007
-531
| -0.2% | -$12.8K | 8.34% | 3 |
|
|
2023
Q3 | $7.51M | Buy |
332,538
+10,646
| +3% | +$240K | 8.98% | 3 |
|
|
2023
Q2 | $7.55M | Buy |
321,892
+18,239
| +6% | +$428K | 9% | 3 |
|
|
2023
Q1 | $6.99M | Sell |
303,653
-70,270
| -19% | -$1.62M | 8.99% | 3 |
|
|
2022
Q4 | $8.21M | Buy |
373,923
+16,140
| +5% | +$354K | 9.18% | 3 |
|
|
2022
Q3 | $7.19M | Buy |
357,783
+116,474
| +48% | +$2.34M | 8.35% | 3 |
|
|
2022
Q2 | $5.59M | Sell |
241,309
-28,277
| -10% | -$655K | 4.54% | 8 |
|
|
2022
Q1 | $7.07M | Buy |
+269,586
| New | +$7.07M | 5.67% | 6 |
|