Marshall Financial Group (Maryland)’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
Q1 | – | Sell |
-8,628
| Closed | -$219K | – | 237 |
|
|
2024
Q4 | $219K | Sell |
8,628
-1,047
| -11% | -$26.6K | 0.05% | 208 |
|
|
2024
Q3 | $265K | Sell |
9,675
-612
| -6% | -$16.8K | 0.06% | 190 |
|
|
2024
Q2 | $266K | Sell |
10,287
-3,868
| -27% | -$100K | 0.07% | 149 |
|
|
2024
Q1 | $350K | Sell |
14,155
-9,670
| -41% | -$239K | 0.1% | 138 |
|
|
2023
Q4 | $574K | Sell |
23,825
-7,841
| -25% | -$189K | 0.19% | 125 |
|
|
2023
Q3 | $715K | Sell |
31,666
-3,340
| -10% | -$75.4K | 0.26% | 101 |
|
|
2023
Q2 | $821K | Sell |
35,006
-22,783
| -39% | -$534K | 0.28% | 92 |
|
|
2023
Q1 | $1.33M | Sell |
57,789
-1,900
| -3% | -$43.7K | 0.48% | 55 |
|
|
2022
Q4 | $1.31M | Sell |
59,689
-487
| -0.8% | -$10.7K | 0.51% | 60 |
|
|
2022
Q3 | $1.21M | Buy |
60,176
+1,187
| +2% | +$23.8K | 0.51% | 54 |
|
|
2022
Q2 | $1.37M | Buy |
58,989
+11,544
| +24% | +$267K | 0.55% | 53 |
|
|
2022
Q1 | $1.25M | Buy |
47,445
+8,465
| +22% | +$222K | 0.51% | 65 |
|
|
2021
Q4 | $1.07M | Buy |
+38,980
| New | +$1.07M | 0.39% | 89 |
|