Great Point Wealth 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
Q1 | $28.1M | Buy |
1,085,740
+8,269
| +0.8% | +$214K | 6.08% | 4 |
|
|
2024
Q4 | $27.3M | Buy |
1,077,471
+30,108
| +3% | +$764K | 5.98% | 4 |
|
|
2024
Q3 | $28.7M | Buy |
1,047,363
+21,863
| +2% | +$599K | 6.13% | 4 |
|
|
2024
Q2 | $26.5M | Buy |
1,025,500
+26,327
| +3% | +$681K | 6.07% | 4 |
|
|
2024
Q1 | $24.7M | Buy |
999,173
+545,374
| +120% | +$13.5M | 5.76% | 4 |
|
|
2023
Q4 | $10.9M | Buy |
453,799
+50,727
| +13% | +$1.22M | 2.85% | 13 |
|
|
2023
Q3 | $9.1M | Buy |
403,072
+13,388
| +3% | +$302K | 2.73% | 14 |
|
|
2023
Q2 | $9.14M | Buy |
389,684
+39,374
| +11% | +$924K | 2.75% | 14 |
|
|
2023
Q1 | $8.06M | Buy |
350,310
+16,011
| +5% | +$369K | 2.56% | 15 |
|
|
2022
Q4 | $7.34M | Buy |
334,299
+2,904
| +0.9% | +$63.7K | 2.46% | 15 |
|
|
2022
Q3 | $6.66M | Buy |
331,395
+66,203
| +25% | +$1.33M | 2.48% | 13 |
|
|
2022
Q2 | $6.14M | Buy |
265,192
+73,969
| +39% | +$1.71M | 2.18% | 18 |
|
|
2022
Q1 | $5.02M | Buy |
+191,223
| New | +$5.02M | 1.56% | 17 |
|