Elevate Wealth Advisory’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 | $293K | Sell |
10,135
-2,247
| -18% | -$65.1K | 0.21% | 61 |
|
|
2025
Q1 | $321K | Buy |
12,382
+123
| +1% | +$3.18K | 0.23% | 58 |
|
|
2024
Q4 | $311K | Buy |
12,259
+2,293
| +23% | +$58.2K | 0.23% | 52 |
|
|
2024
Q3 | $273K | Sell |
9,966
-300
| -3% | -$8.22K | 0.2% | 53 |
|
|
2024
Q2 | $266K | Sell |
10,266
-2,089
| -17% | -$54K | 0.22% | 52 |
|
|
2024
Q1 | $305K | Sell |
12,355
-2,919
| -19% | -$72.2K | 0.27% | 45 |
|
|
2023
Q4 | $368K | Buy |
+15,274
| New | +$368K | 0.34% | 40 |
|