Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,052
| Closed | -$212K | – | 191 |
|
|
2023
Q2 | $212K | Hold |
9,052
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $208K | Buy |
+9,052
| New | +$208K | 0.01% | 186 |
|
|
2021
Q4 | – | Sell |
-16,712
| Closed | -$455K | – | 212 |
|
|
2021
Q3 | $455K | Buy |
16,712
+6,712
| +67% | +$183K | 0.04% | 145 |
|
|
2021
Q2 | $296K | Buy |
+10,000
| New | +$296K | 0.03% | 183 |
|