Financial Advocates Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-39,386
| Closed | -$974K | – | 729 |
|
2024
Q1 | $974K | Sell |
39,386
-167,029
| -81% | -$4.13M | 0.06% | 313 |
|
2023
Q4 | $4.98M | Sell |
206,415
-111,480
| -35% | -$2.69M | 0.33% | 72 |
|
2023
Q3 | $7.17M | Sell |
317,895
-3,691
| -1% | -$83.3K | 0.52% | 40 |
|
2023
Q2 | $7.54M | Buy |
321,586
+68,996
| +27% | +$1.62M | 0.54% | 38 |
|
2023
Q1 | $5.81M | Buy |
252,590
+51,372
| +26% | +$1.18M | 0.42% | 43 |
|
2022
Q4 | $4.42M | Buy |
201,218
+19,380
| +11% | +$425K | 0.33% | 74 |
|
2022
Q3 | $3.65M | Buy |
181,838
+62,144
| +52% | +$1.25M | 0.3% | 84 |
|
2022
Q2 | $2.77M | Buy |
+119,694
| New | +$2.77M | 0.23% | 117 |
|