Envision Financial Planning’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 | $13.6M | Sell |
471,205
-30,373
| -6% | -$879K | 6.38% | 7 |
|
|
2025
Q1 | $13M | Buy |
501,578
+14,765
| +3% | +$382K | 6.62% | 6 |
|
|
2024
Q4 | $12.4M | Buy |
486,813
+9,133
| +2% | +$232K | 6.38% | 6 |
|
|
2024
Q3 | $13.1M | Buy |
477,680
+49,310
| +12% | +$1.35M | 6.89% | 6 |
|
|
2024
Q2 | $11.1M | Buy |
428,370
+20,371
| +5% | +$527K | 8.46% | 4 |
|
|
2024
Q1 | $10.1M | Buy |
407,999
+55,502
| +16% | +$1.37M | 8.14% | 4 |
|
|
2023
Q4 | $8.5M | Sell |
352,497
-14,038
| -4% | -$338K | 7.44% | 7 |
|
|
2023
Q3 | $8.27M | Buy |
+366,535
| New | +$8.27M | 8.19% | 4 |
|