Grand 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 | $46K | Buy |
+1,590
| New | +$46K | 0.02% | 53 |
|
2023
Q3 | – | Sell |
-238
| Closed | -$5.58K | – | 70 |
|
2023
Q2 | $5.58K | Hold |
238
| – | – | ﹤0.01% | 68 |
|
2023
Q1 | $5.48K | Hold |
238
| – | – | ﹤0.01% | 55 |
|
2022
Q4 | $5.22K | Sell |
238
-1,298
| -85% | -$28.5K | ﹤0.01% | 56 |
|
2022
Q3 | $31K | Sell |
1,536
-1,336
| -47% | -$27K | 0.02% | 49 |
|
2022
Q2 | $67K | Buy |
+2,872
| New | +$67K | 0.03% | 46 |
|