Evergreen Capital 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 | $11.5M | Buy |
398,186
+53,396
| +15% | +$1.55M | 0.35% | 81 |
|
|
2025
Q1 | $8.93M | Sell |
344,790
-24,800
| -7% | -$642K | 0.3% | 91 |
|
|
2024
Q4 | $9.38M | Buy |
369,590
+2,630
| +0.7% | +$66.7K | 0.31% | 88 |
|
|
2024
Q3 | $10.1M | Buy |
366,960
+22,425
| +7% | +$615K | 0.34% | 78 |
|
|
2024
Q2 | $8.91M | Buy |
344,535
+1,600
| +0.5% | +$41.4K | 0.32% | 88 |
|
|
2024
Q1 | $8.48M | Sell |
342,935
-250
| -0.1% | -$6.18K | 0.32% | 84 |
|
|
2023
Q4 | $8.27M | Buy |
343,185
+5,990
| +2% | +$144K | 0.34% | 86 |
|
|
2023
Q3 | $7.61M | Buy |
337,195
+6,030
| +2% | +$136K | 0.33% | 88 |
|
|
2023
Q2 | $7.77M | Buy |
331,165
+42,450
| +15% | +$996K | 0.32% | 92 |
|
|
2023
Q1 | $6.65M | Buy |
288,715
+61,460
| +27% | +$1.41M | 0.3% | 98 |
|
|
2022
Q4 | $4.99M | Buy |
227,255
+41,055
| +22% | +$901K | 0.23% | 126 |
|
|
2022
Q3 | $3.74M | Buy |
186,200
+116,700
| +168% | +$2.34M | 0.2% | 141 |
|
|
2022
Q2 | $1.61M | Buy |
+69,500
| New | +$1.61M | 0.08% | 209 |
|