Glass Jacobson Investment Advisors’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 | $2.67M | Sell |
92,236
-24,898
| -21% | -$721K | 1.03% | 28 |
|
|
2025
Q1 | $2.97M | Hold |
117,134
| – | – | 0.98% | 24 |
|
|
2024
Q4 | $2.97M | Sell |
117,134
-890
| -0.8% | -$22.6K | 0.98% | 24 |
|
|
2024
Q3 | $3.24M | Buy |
118,024
+753
| +0.6% | +$20.6K | 1.07% | 21 |
|
|
2024
Q2 | $3.03M | Buy |
117,271
+4,904
| +4% | +$127K | 1.11% | 20 |
|
|
2024
Q1 | $2.78M | Buy |
112,367
+10,874
| +11% | +$269K | 1.04% | 21 |
|
|
2023
Q4 | $2.45M | Buy |
101,493
+14,803
| +17% | +$357K | 1% | 23 |
|
|
2023
Q3 | $1.96M | Buy |
86,690
+10,772
| +14% | +$243K | 0.9% | 24 |
|
|
2023
Q2 | $1.78M | Buy |
+75,918
| New | +$1.78M | 0.82% | 33 |
|
|
2022
Q4 | $1.21M | Buy |
+55,335
| New | +$1.21M | 0.6% | 46 |
|