Legacy Financial Group (Oklahoma)’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 | $6.17M | Sell |
213,154
-9,666
| -4% | -$280K | 1.82% | 17 |
|
|
2025
Q1 | $5.77M | Sell |
222,820
-5,745
| -3% | -$149K | 1.85% | 17 |
|
|
2024
Q4 | $5.8M | Sell |
228,565
-304
| -0.1% | -$7.71K | 1.87% | 16 |
|
|
2024
Q3 | $6.05M | Sell |
228,869
-6,182
| -3% | -$163K | 2.06% | 16 |
|
|
2024
Q2 | $6.08M | Sell |
235,051
-8,862
| -4% | -$229K | 2.3% | 16 |
|
|
2024
Q1 | $6.03M | Sell |
243,913
-5,386
| -2% | -$133K | 2.37% | 14 |
|
|
2023
Q4 | $6.01M | Sell |
249,299
-22,771
| -8% | -$549K | 2.62% | 14 |
|
|
2023
Q3 | $6.14M | Buy |
272,070
+9,266
| +4% | +$209K | 3.03% | 12 |
|
|
2023
Q2 | $6.17M | Buy |
262,804
+10,780
| +4% | +$253K | 3.08% | 11 |
|
|
2023
Q1 | $5.8M | Buy |
252,024
+14,315
| +6% | +$330K | 3.21% | 13 |
|
|
2022
Q4 | $5.22M | Buy |
+237,709
| New | +$5.22M | 3.22% | 12 |
|