FMB Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
153,806
+12,501
| +9% | +$362K | 2.12% | 15 |
|
|
2025
Q1 | $3.66M | Buy |
141,305
+1,679
| +1% | +$43.5K | 2.02% | 17 |
|
|
2024
Q4 | $3.54M | Buy |
139,626
+260
| +0.2% | +$6.6K | 2% | 15 |
|
|
2024
Q3 | $3.82M | Buy |
139,366
+10,202
| +8% | +$280K | 2.16% | 15 |
|
|
2024
Q2 | $3.34M | Buy |
129,164
+2,971
| +2% | +$76.9K | 2.54% | 13 |
|
|
2024
Q1 | $3.12M | Buy |
126,193
+3
| +0% | +$74 | 2.49% | 14 |
|
|
2023
Q4 | $3.04M | Buy |
126,190
+1,181
| +0.9% | +$28.5K | 2.78% | 12 |
|
|
2023
Q3 | $2.82M | Buy |
125,009
+3,425
| +3% | +$77.3K | 3.03% | 12 |
|
|
2023
Q2 | $2.85M | Buy |
121,584
+8,997
| +8% | +$211K | 3.03% | 12 |
|
|
2023
Q1 | $2.59M | Buy |
112,587
+2,744
| +2% | +$63.2K | 3.09% | 13 |
|
|
2022
Q4 | $2.41M | Buy |
+109,843
| New | +$2.41M | 3.1% | 13 |
|