Lodestone Wealth Management’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 | $2.4M | Buy |
82,994
+195
| +0.2% | +$5.65K | 1.17% | 26 |
|
|
2025
Q1 | $2.14M | Sell |
82,799
-2,161
| -3% | -$55.9K | 1.14% | 28 |
|
|
2024
Q4 | $2.16M | Buy |
84,960
+234
| +0.3% | +$5.94K | 1.08% | 32 |
|
|
2024
Q3 | $2.32M | Buy |
84,726
+81
| +0.1% | +$2.22K | 1.16% | 30 |
|
|
2024
Q2 | $2.19M | Sell |
84,645
-2,853
| -3% | -$73.8K | 1.15% | 30 |
|
|
2024
Q1 | $2.16M | Buy |
87,498
+102
| +0.1% | +$2.52K | 1.13% | 32 |
|
|
2023
Q4 | $2.11M | Sell |
87,396
-2,877
| -3% | -$69.4K | 1.22% | 31 |
|
|
2023
Q3 | $2.04M | Sell |
90,273
-5,439
| -6% | -$123K | 1.43% | 20 |
|
|
2023
Q2 | $2.25M | Sell |
95,712
-14,083
| -13% | -$330K | 1.54% | 18 |
|
|
2023
Q1 | $2.53M | Sell |
109,795
-1,606
| -1% | -$37K | 1.95% | 9 |
|
|
2022
Q4 | $2.45M | Buy |
+111,401
| New | +$2.45M | 1.97% | 11 |
|