GeoWealth 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 | $2.48M | Sell |
85,772
-5,956
| -6% | -$172K | 0.1% | 124 |
|
|
2025
Q1 | $2.37M | Sell |
91,728
-43,400
| -32% | -$1.12M | 0.1% | 121 |
|
|
2024
Q4 | $3.43M | Sell |
135,128
-15,080
| -10% | -$383K | 0.11% | 124 |
|
|
2024
Q3 | $4.12M | Buy |
150,208
+11,877
| +9% | +$326K | 0.15% | 115 |
|
|
2024
Q2 | $3.58M | Sell |
138,331
-280,963
| -67% | -$7.27M | 0.16% | 96 |
|
|
2024
Q1 | $10.4M | Buy |
419,294
+26,984
| +7% | +$667K | 0.4% | 49 |
|
|
2023
Q4 | $9.46M | Buy |
392,310
+30,941
| +9% | +$746K | 0.78% | 34 |
|
|
2023
Q3 | $8.16M | Buy |
361,369
+66,352
| +22% | +$1.5M | 0.92% | 24 |
|
|
2023
Q2 | $6.92M | Buy |
+295,017
| New | +$6.92M | 0.75% | 26 |
|