Financial Synergies Wealth Advisors’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 |
-3,762
| Closed | -$93K | – | 159 |
|
|
2024
Q1 | $93K | Buy |
3,762
+3,688
| +4,984% | +$91.2K | 0.01% | 101 |
|
|
2023
Q4 | $1.63K | Sell |
74
-10
| -12% | -$220 | ﹤0.01% | 267 |
|
|
2023
Q3 | $1.9K | Buy |
84
+9
| +12% | +$203 | ﹤0.01% | 305 |
|
|
2023
Q2 | $1.76K | Buy |
75
+1
| +1% | +$23 | ﹤0.01% | 303 |
|
|
2023
Q1 | $1.71K | Hold |
74
| – | – | ﹤0.01% | 311 |
|
|
2022
Q4 | $1.63K | Buy |
74
+37
| +100% | +$816 | ﹤0.01% | 267 |
|
|
2022
Q3 | $741 | Sell |
37
-3,644
| -99% | -$73K | ﹤0.01% | 334 |
|
|
2022
Q2 | $85.3K | Buy |
+3,681
| New | +$85.3K | 0.01% | 91 |
|