Lauterbach 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 | $861K | Buy |
29,757
+3,685
| +14% | +$107K | 0.47% | 29 |
|
|
2025
Q1 | $675K | Sell |
26,072
-1,800
| -6% | -$46.6K | 0.42% | 31 |
|
|
2024
Q4 | $707K | Buy |
27,872
+166
| +0.6% | +$4.21K | 0.43% | 31 |
|
|
2024
Q3 | $759K | Buy |
27,706
+3,361
| +14% | +$92.1K | 0.46% | 28 |
|
|
2024
Q2 | $615K | Buy |
24,345
+1,417
| +6% | +$35.8K | 0.41% | 31 |
|
|
2024
Q1 | $567K | Buy |
22,928
+3,334
| +17% | +$82.4K | 0.37% | 34 |
|
|
2023
Q4 | $472K | Buy |
19,594
+6,771
| +53% | +$163K | 0.33% | 35 |
|
|
2023
Q3 | $289K | Buy |
12,823
+128
| +1% | +$2.89K | 0.23% | 44 |
|
|
2023
Q2 | $298K | Sell |
12,695
-167
| -1% | -$3.92K | 0.23% | 43 |
|
|
2023
Q1 | $296K | Hold |
12,862
| – | – | 0.24% | 43 |
|
|
2022
Q4 | $282K | Buy |
12,862
+541
| +4% | +$11.9K | 0.25% | 41 |
|
|
2022
Q3 | $248K | Hold |
12,321
| – | – | 0.25% | 43 |
|
|
2022
Q2 | $285K | Buy |
12,321
+796
| +7% | +$18.4K | 0.27% | 39 |
|
|
2022
Q1 | $302K | Sell |
11,525
-176
| -2% | -$4.61K | 0.27% | 32 |
|
|
2021
Q4 | $320K | Buy |
+11,701
| New | +$320K | 0.28% | 32 |
|