Leading Edge Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,940
| Closed | -$245K | – | 58 |
|
|
2024
Q3 | $245K | Sell |
8,940
-671
| -7% | -$18.4K | 0.08% | 45 |
|
|
2024
Q2 | $249K | Sell |
9,611
-339
| -3% | -$8.77K | 0.1% | 42 |
|
|
2024
Q1 | $246K | Sell |
9,950
-2,601
| -21% | -$64.3K | 0.11% | 40 |
|
|
2023
Q4 | $303K | Sell |
12,551
-13,996
| -53% | -$337K | 0.16% | 44 |
|
|
2023
Q3 | $599K | Sell |
26,547
-4,379
| -14% | -$98.8K | 0.38% | 37 |
|
|
2023
Q2 | $726K | Sell |
30,926
-3,647
| -11% | -$85.6K | 0.47% | 31 |
|
|
2023
Q1 | $796K | Buy |
34,573
+4,567
| +15% | +$105K | 0.58% | 30 |
|
|
2022
Q4 | $659K | Buy |
+30,006
| New | +$659K | 0.57% | 29 |
|