FinDec Wealth Services’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 | $2.64M | Sell |
91,049
-21,374
| -19% | -$619K | 2.76% | 9 |
|
|
2025
Q1 | $2.91M | Sell |
112,423
-111,391
| -50% | -$2.88M | 2.88% | 10 |
|
|
2024
Q4 | $5.68M | Sell |
223,814
-21,508
| -9% | -$546K | 3.94% | 10 |
|
|
2024
Q3 | $6.72M | Buy |
245,322
+11,283
| +5% | +$309K | 3.9% | 10 |
|
|
2024
Q2 | $6.05M | Buy |
234,039
+31
| +0% | +$802 | 3.82% | 10 |
|
|
2024
Q1 | $5.78M | Buy |
234,008
+931
| +0.4% | +$23K | 3.64% | 12 |
|
|
2023
Q4 | $5.62M | Buy |
233,077
+5,203
| +2% | +$125K | 3.76% | 13 |
|
|
2023
Q3 | $5.14M | Buy |
227,874
+3,517
| +2% | +$79.4K | 3.72% | 11 |
|
|
2023
Q2 | $5.26M | Buy |
224,357
+12,234
| +6% | +$287K | 3.68% | 12 |
|
|
2023
Q1 | $4.88M | Buy |
212,123
+40,839
| +24% | +$940K | 3.69% | 11 |
|
|
2022
Q4 | $3.76M | Buy |
+171,284
| New | +$3.76M | 3.11% | 13 |
|