Larson Financial 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 | $4.79M | Sell |
165,556
-36,432
| -18% | -$1.05M | 0.19% | 106 |
|
|
2025
Q1 | $5.23M | Sell |
201,988
-21,055
| -9% | -$545K | 0.25% | 79 |
|
|
2024
Q4 | $5.66M | Sell |
223,043
-24,182
| -10% | -$613K | 0.29% | 69 |
|
|
2024
Q3 | $6.78M | Sell |
247,225
-21,837
| -8% | -$599K | 0.38% | 53 |
|
|
2024
Q2 | $6.96M | Sell |
269,062
-13,513
| -5% | -$350K | 0.47% | 47 |
|
|
2024
Q1 | $6.99M | Sell |
282,575
-23,655
| -8% | -$585K | 0.54% | 41 |
|
|
2023
Q4 | $7.38M | Buy |
306,230
+28,453
| +10% | +$686K | 0.65% | 37 |
|
|
2023
Q3 | $6.27M | Buy |
277,777
+33,465
| +14% | +$755K | 0.62% | 38 |
|
|
2023
Q2 | $5.73M | Buy |
244,312
+43,240
| +22% | +$1.01M | 0.57% | 41 |
|
|
2023
Q1 | $4.63M | Buy |
201,072
+53,811
| +37% | +$1.24M | 0.5% | 39 |
|
|
2022
Q4 | $3.23M | Sell |
147,261
-25,991
| -15% | -$571K | 0.39% | 48 |
|
|
2022
Q3 | $3.48M | Buy |
173,252
+38,772
| +29% | +$779K | 0.5% | 37 |
|
|
2022
Q2 | $3.12M | Buy |
134,480
+68,269
| +103% | +$1.58M | 0.54% | 34 |
|
|
2022
Q1 | $1.74M | Buy |
+66,211
| New | +$1.74M | 0.28% | 52 |
|