Meritas 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 | $1.56M | Hold |
53,843
| – | – | 0.86% | 19 |
|
|
2025
Q1 | $1.39M | Hold |
53,843
| – | – | 0.82% | 18 |
|
|
2024
Q4 | $1.37M | Sell |
53,843
-6,408
| -11% | -$163K | 0.82% | 18 |
|
|
2024
Q3 | $1.65M | Sell |
60,251
-825
| -1% | -$22.6K | 1.02% | 18 |
|
|
2024
Q2 | $1.58M | Sell |
61,076
-6,411
| -9% | -$166K | 1.11% | 17 |
|
|
2024
Q1 | $1.67M | Buy |
67,487
+32
| +0% | +$791 | 1.16% | 14 |
|
|
2023
Q4 | $1.63M | Hold |
67,455
| – | – | 1.22% | 15 |
|
|
2023
Q3 | $1.52M | Hold |
67,455
| – | – | 1.17% | 12 |
|
|
2023
Q2 | $1.58M | Hold |
67,455
| – | – | 1.19% | 13 |
|
|
2023
Q1 | $1.55M | Buy |
67,455
+2,784
| +4% | +$64.1K | 1.22% | 12 |
|
|
2022
Q4 | $1.42M | Buy |
+64,671
| New | +$1.42M | 1.17% | 12 |
|