Highland Financial 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 | $738K | Buy |
25,509
+35
| +0.1% | +$1.01K | 0.24% | 34 |
|
|
2025
Q1 | $660K | Buy |
25,474
+460
| +2% | +$11.9K | 0.24% | 32 |
|
|
2024
Q4 | $635K | Hold |
25,014
| – | – | 0.22% | 30 |
|
|
2024
Q3 | $686K | Sell |
25,014
-622
| -2% | -$17.1K | 0.24% | 28 |
|
|
2024
Q2 | $663K | Buy |
25,636
+2,493
| +11% | +$64.5K | 0.25% | 30 |
|
|
2024
Q1 | $572K | Sell |
23,143
-9,839
| -30% | -$243K | 0.23% | 32 |
|
|
2023
Q4 | $795K | Sell |
32,982
-1,092
| -3% | -$26.3K | 0.35% | 29 |
|
|
2023
Q3 | $769K | Sell |
34,074
-24
| -0.1% | -$542 | 0.4% | 28 |
|
|
2023
Q2 | $800K | Sell |
34,098
-1,507
| -4% | -$35.4K | 0.41% | 28 |
|
|
2023
Q1 | $820K | Buy |
35,605
+2,313
| +7% | +$53.3K | 0.45% | 29 |
|
|
2022
Q4 | $731K | Buy |
33,292
+12,671
| +61% | +$278K | 0.43% | 28 |
|
|
2022
Q3 | $414K | Sell |
20,621
-22,760
| -52% | -$457K | 0.29% | 38 |
|
|
2022
Q2 | $1.01M | Buy |
+43,381
| New | +$1.01M | 0.69% | 22 |
|