Ledgewood Wealth 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 | $4.43M | Sell |
153,083
-5,414
| -3% | -$157K | 2.79% | 12 |
|
|
2025
Q1 | $4.1M | Sell |
158,497
-14,387
| -8% | -$372K | 2.65% | 13 |
|
|
2024
Q4 | $4.39M | Buy |
172,884
+7,572
| +5% | +$192K | 2.83% | 13 |
|
|
2024
Q3 | $4.53M | Buy |
165,312
+16,805
| +11% | +$461K | 3.05% | 13 |
|
|
2024
Q2 | $3.84M | Buy |
148,507
+13,683
| +10% | +$354K | 3.31% | 12 |
|
|
2024
Q1 | $3.33M | Buy |
134,824
+1,851
| +1% | +$45.8K | 3.1% | 13 |
|
|
2023
Q4 | $3.21M | Buy |
+132,973
| New | +$3.21M | 2.96% | 14 |
|