LWM
DFAE icon

Lakeridge Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Lakeridge Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,209
Closed -$203K – 146
2024
Q1 		$203K Sell
8,209
-935
-10% -$23.1K 0.13% 131
2023
Q4 		$220K Buy
+9,144
New +$220K 0.16% 117