Concord Wealth Partners’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 | $240K | Buy |
8,276
+6,161
| +291% | +$178K | 0.03% | 184 |
|
|
2025
Q1 | $54.8K | Buy |
2,115
+4
| +0.2% | +$104 | 0.01% | 306 |
|
|
2024
Q4 | $53.6K | Buy |
2,111
+12
| +0.6% | +$304 | 0.01% | 321 |
|
|
2024
Q3 | $57.5K | Buy |
2,099
+20
| +1% | +$548 | 0.01% | 318 |
|
|
2024
Q2 | $53.8K | Buy |
+2,079
| New | +$53.8K | 0.01% | 302 |
|
|
2022
Q3 | – | Sell |
-3,272
| Closed | -$76K | – | 379 |
|
|
2022
Q2 | $76K | Buy |
3,272
+18
| +0.6% | +$418 | 0.02% | 301 |
|
|
2022
Q1 | $85K | Buy |
3,254
+1,227
| +61% | +$32.1K | 0.02% | 322 |
|
|
2021
Q4 | $55K | Buy |
+2,027
| New | +$55K | 0.01% | 437 |
|