Envestnet Portfolio Solutions’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
Q1 | – | Sell |
-12,404
| Closed | -$315K | – | 1596 |
|
2024
Q4 | $315K | Buy |
12,404
+1,454
| +13% | +$36.9K | ﹤0.01% | 1481 |
|
2024
Q3 | $300K | Sell |
10,950
-317
| -3% | -$8.69K | ﹤0.01% | 1450 |
|
2024
Q2 | $291K | Buy |
11,267
+1,226
| +12% | +$31.7K | ﹤0.01% | 1394 |
|
2024
Q1 | $248K | Sell |
10,041
-523
| -5% | -$12.9K | ﹤0.01% | 1456 |
|
2023
Q4 | $255K | Buy |
10,564
+171
| +2% | +$4.12K | ﹤0.01% | 1378 |
|
2023
Q3 | $235K | Buy |
+10,393
| New | +$235K | ﹤0.01% | 1356 |
|