Investmark Advisory Group’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 | $1.78M | Sell |
61,638
-5,389
| -8% | -$156K | 0.84% | 38 |
|
|
2025
Q1 | $1.74M | Buy |
67,027
+6,124
| +10% | +$159K | 0.86% | 34 |
|
|
2024
Q4 | $1.55M | Sell |
60,903
-511
| -0.8% | -$13K | 0.76% | 36 |
|
|
2024
Q3 | $1.68M | Buy |
61,414
+9,823
| +19% | +$269K | 0.82% | 34 |
|
|
2024
Q2 | $1.33M | Buy |
51,591
+1,367
| +3% | +$35.4K | 0.71% | 38 |
|
|
2024
Q1 | $1.24M | Buy |
50,224
+2,829
| +6% | +$69.9K | 0.68% | 38 |
|
|
2023
Q4 | $1.14M | Buy |
47,395
+5,898
| +14% | +$142K | 0.67% | 38 |
|
|
2023
Q3 | $937K | Buy |
41,497
+1,917
| +5% | +$43.3K | 0.63% | 40 |
|
|
2023
Q2 | $929K | Buy |
39,580
+5,307
| +15% | +$125K | 0.62% | 38 |
|
|
2023
Q1 | $789K | Sell |
34,273
-2,168
| -6% | -$49.9K | 0.58% | 36 |
|
|
2022
Q4 | $800K | Buy |
36,441
+10,559
| +41% | +$232K | 0.59% | 40 |
|
|
2022
Q3 | $519K | Buy |
25,882
+2,484
| +11% | +$49.8K | 0.47% | 42 |
|
|
2022
Q2 | $541K | Buy |
23,398
+6,683
| +40% | +$155K | 0.53% | 37 |
|
|
2022
Q1 | $438K | Buy |
16,715
+8,730
| +109% | +$229K | 0.45% | 42 |
|
|
2021
Q4 | $218K | Buy |
+7,985
| New | +$218K | 0.2% | 87 |
|