LFA
Level Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
97,391
-11,485
| -11% | -$332K | 0.88% | 26 |
|
|
2025
Q1 | $2.82M | Sell |
108,876
-3,621
| -3% | -$93.7K | 0.96% | 26 |
|
|
2024
Q4 | $2.85M | Sell |
112,497
-14,696
| -12% | -$373K | 1.05% | 23 |
|
|
2024
Q3 | $3.49M | Sell |
127,193
-3,449
| -3% | -$94.5K | 1.33% | 20 |
|
|
2024
Q2 | $3.38M | Sell |
130,642
-7,775
| -6% | -$201K | 1.46% | 19 |
|
|
2024
Q1 | $3.42M | Sell |
138,417
-11,227
| -8% | -$278K | 1.55% | 15 |
|
|
2023
Q4 | $3.61M | Buy |
149,644
+4,720
| +3% | +$114K | 1.78% | 13 |
|
|
2023
Q3 | $3.27M | Buy |
144,924
+3,511
| +2% | +$79.2K | 1.83% | 13 |
|
|
2023
Q2 | $3.32M | Buy |
141,413
+6,256
| +5% | +$147K | 1.85% | 13 |
|
|
2023
Q1 | $3.11M | Buy |
135,157
+25,554
| +23% | +$588K | 1.87% | 13 |
|
|
2022
Q4 | $2.41M | Buy |
109,603
+24,528
| +29% | +$538K | 1.58% | 14 |
|
|
2022
Q3 | $1.71M | Buy |
85,075
+32,499
| +62% | +$653K | 1.26% | 19 |
|
|
2022
Q2 | $1.22M | Buy |
52,576
+4,133
| +9% | +$95.7K | 0.9% | 21 |
|
|
2022
Q1 | $1.27M | Buy |
48,443
+18,847
| +64% | +$494K | 0.98% | 17 |
|
|
2021
Q4 | $810K | Buy |
+29,596
| New | +$810K | 0.62% | 21 |
|