FirstPurpose Wealth’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
Q1 | $7.11M | Buy |
286,133
+13,951
| +5% | +$347K | 2.58% | 6 |
|
|
2023
Q4 | $6.56M | Buy |
272,182
+24,679
| +10% | +$595K | 2.5% | 6 |
|
|
2023
Q3 | $5.59M | Buy |
247,503
+13,699
| +6% | +$309K | 2.41% | 7 |
|
|
2023
Q2 | $5.49M | Buy |
233,804
+45,646
| +24% | +$1.07M | 2.35% | 7 |
|
|
2023
Q1 | $4.33M | Buy |
188,158
+22,337
| +13% | +$514K | 2.14% | 9 |
|
|
2022
Q4 | $3.64M | Buy |
165,821
+34,814
| +27% | +$764K | 2.03% | 8 |
|
|
2022
Q3 | $2.63M | Buy |
131,007
+15,665
| +14% | +$315K | 1.73% | 12 |
|
|
2022
Q2 | $2.67M | Buy |
115,342
+12,441
| +12% | +$288K | 1.8% | 13 |
|
|
2022
Q1 | $2.7M | Buy |
102,901
+34,880
| +51% | +$915K | 2.11% | 11 |
|
|
2021
Q4 | $1.86M | Buy |
+68,021
| New | +$1.86M | 1.17% | 16 |
|