Jackson Thornton 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 | $6.93M | Sell |
238,844
-1,518
| -0.6% | -$44.1K | 0.79% | 19 |
|
|
2025
Q1 | $5.99M | Buy |
240,362
+4,426
| +2% | +$110K | 0.8% | 19 |
|
|
2024
Q4 | $5.99M | Buy |
235,936
+26,443
| +13% | +$671K | 0.76% | 19 |
|
|
2024
Q3 | $5.74M | Sell |
209,493
-4,158
| -2% | -$114K | 0.76% | 18 |
|
|
2024
Q2 | $5.53M | Buy |
213,651
+2,794
| +1% | +$72.3K | 0.85% | 16 |
|
|
2024
Q1 | $5.21M | Buy |
210,857
+24,018
| +13% | +$594K | 0.88% | 13 |
|
|
2023
Q4 | $4.5M | Buy |
186,839
+8,432
| +5% | +$203K | 0.83% | 14 |
|
|
2023
Q3 | $4.03M | Buy |
178,407
+11,457
| +7% | +$259K | 0.83% | 12 |
|
|
2023
Q2 | $3.92M | Buy |
166,950
+137,264
| +462% | +$3.22M | 0.79% | 12 |
|
|
2023
Q1 | $683K | Buy |
29,686
+11,505
| +63% | +$265K | 0.15% | 19 |
|
|
2022
Q4 | $399K | Buy |
+18,181
| New | +$399K | 0.1% | 23 |
|