Lifeworks 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 | $604K | Buy |
20,864
+2,781
| +15% | +$80.5K | 0.09% | 170 |
|
|
2025
Q1 | $468K | Buy |
18,083
+4,161
| +30% | +$108K | 0.08% | 185 |
|
|
2024
Q4 | $353K | Buy |
13,922
+383
| +3% | +$9.72K | 0.06% | 207 |
|
|
2024
Q3 | $371K | Sell |
13,539
-2,079
| -13% | -$57K | 0.07% | 201 |
|
|
2024
Q2 | $404K | Buy |
15,618
+4,995
| +47% | +$129K | 0.11% | 148 |
|
|
2024
Q1 | $263K | Buy |
+10,623
| New | +$263K | 0.07% | 198 |
|