CVA Family Office’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 | $1.54M | Sell |
53,026
-475
| -0.9% | -$13.8K | 0.22% | 78 |
|
2025
Q1 | $1.39M | Buy |
53,501
+4,135
| +8% | +$107K | 0.21% | 78 |
|
2024
Q4 | $1.25M | Sell |
49,366
-8,614
| -15% | -$219K | 0.2% | 78 |
|
2024
Q3 | $1.59M | Buy |
57,980
+3,578
| +7% | +$98.1K | 0.26% | 68 |
|
2024
Q2 | $1.41M | Sell |
54,402
-55,208
| -50% | -$1.43M | 0.25% | 66 |
|
2024
Q1 | $2.71M | Sell |
109,610
-17,213
| -14% | -$426K | 0.48% | 43 |
|
2023
Q4 | $3.06M | Sell |
126,823
-7,098
| -5% | -$171K | 0.6% | 39 |
|
2023
Q3 | $3.02M | Sell |
133,921
-1,990
| -1% | -$44.9K | 0.69% | 35 |
|
2023
Q2 | $3.19M | Buy |
135,911
+6,590
| +5% | +$155K | 0.67% | 33 |
|
2023
Q1 | $2.98M | Buy |
129,321
+179
| +0.1% | +$4.12K | 0.66% | 34 |
|
2022
Q4 | $2.83M | Sell |
129,142
-29,923
| -19% | -$657K | 0.69% | 34 |
|
2022
Q3 | $3.2M | Sell |
159,065
-111,845
| -41% | -$2.25M | 0.87% | 32 |
|
2022
Q2 | $6.27M | Buy |
270,910
+219,780
| +430% | +$5.09M | 1.71% | 12 |
|
2022
Q1 | $1.34M | Buy |
51,130
+24,316
| +91% | +$638K | 0.32% | 52 |
|
2021
Q4 | $734K | Buy |
+26,814
| New | +$734K | 0.18% | 82 |
|
2021
Q3 | – | Sell |
-19,618
| Closed | -$581K | – | 483 |
|
2021
Q2 | $581K | Buy |
19,618
+80
| +0.4% | +$2.37K | 0.17% | 83 |
|
2021
Q1 | $548K | Buy |
+19,538
| New | +$548K | 0.21% | 69 |
|