Dopkins 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 | $2.16M | Sell |
74,660
-757
| -1% | -$21.9K | 0.97% | 24 |
|
|
2025
Q1 | $1.95M | Buy |
75,417
+8,291
| +12% | +$215K | 0.99% | 25 |
|
|
2024
Q4 | $1.7M | Buy |
67,126
+55,690
| +487% | +$1.41M | 0.87% | 24 |
|
|
2024
Q3 | $313K | Sell |
11,436
-1,650
| -13% | -$45.2K | 0.25% | 43 |
|
|
2024
Q2 | $339K | Sell |
13,086
-242
| -2% | -$6.26K | 0.21% | 55 |
|
|
2024
Q1 | $329K | Buy |
+13,328
| New | +$329K | 0.2% | 56 |
|