Geneos 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 | $154K | Sell |
5,315
-920
| -15% | -$26.6K | ﹤0.01% | 1094 |
|
|
2025
Q1 | $281K | Buy |
6,235
+4,930
| +378% | +$222K | ﹤0.01% | 1102 |
|
|
2024
Q4 | $33.1K | Hold |
1,305
| – | – | ﹤0.01% | 1498 |
|
|
2024
Q3 | $35.8K | Hold |
1,305
| – | – | ﹤0.01% | 1317 |
|
|
2024
Q2 | $33.8K | Buy |
1,305
+575
| +79% | +$14.9K | ﹤0.01% | 1203 |
|
|
2024
Q1 | $18K | Hold |
730
| – | – | ﹤0.01% | 1389 |
|
|
2023
Q4 | $17.6K | Buy |
+730
| New | +$17.6K | ﹤0.01% | 1403 |
|