EverSource Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
135,374
+2,374
| +2% | +$68.7K | 0.18% | 112 |
|
|
2025
Q1 | $3.44M | Buy |
133,000
+101,306
| +320% | +$2.62M | 0.19% | 109 |
|
|
2024
Q4 | $804K | Buy |
31,694
+31,635
| +53,619% | +$803K | 0.05% | 276 |
|
|
2024
Q3 | $1.63K | Hold |
59
| – | – | ﹤0.01% | 2602 |
|
|
2024
Q2 | $1.55K | Hold |
59
| – | – | ﹤0.01% | 2630 |
|
|
2024
Q1 | $1.47K | Buy |
59
+15
| +34% | +$373 | ﹤0.01% | 2467 |
|
|
2023
Q4 | $1.07K | Buy |
44
+1
| +2% | +$24 | ﹤0.01% | 2384 |
|
|
2023
Q3 | $974 | Buy |
43
+4
| +10% | +$91 | ﹤0.01% | 2234 |
|
|
2023
Q2 | $917 | Buy |
39
+21
| +117% | +$494 | ﹤0.01% | 2257 |
|
|
2023
Q1 | $416 | Buy |
18
+9
| +100% | +$208 | ﹤0.01% | 2265 |
|
|
2022
Q4 | $199 | Buy |
9
+3
| +50% | +$66 | ﹤0.01% | 2256 |
|
|
2022
Q3 | $0 | Sell |
6
-679
| -99% | – | ﹤0.01% | 1997 |
|
|
2022
Q2 | $15K | Buy |
685
+683
| +34,150% | +$15K | ﹤0.01% | 907 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1738 |
|