Mills Wealth 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
Q1 | – | Sell |
-64,551
| Closed | -$1.64M | – | 68 |
|
|
2024
Q4 | $1.64M | Buy |
64,551
+14,732
| +30% | +$374K | 0.93% | 24 |
|
|
2024
Q3 | $1.37M | Buy |
49,819
+396
| +0.8% | +$10.9K | 0.94% | 23 |
|
|
2024
Q2 | $1.28M | Buy |
49,423
+12
| +0% | +$310 | 0.91% | 23 |
|
|
2024
Q1 | $1.22M | Sell |
49,411
-13,205
| -21% | -$326K | 0.9% | 24 |
|
|
2023
Q4 | $1.51M | Sell |
62,616
-16
| -0% | -$386 | 1.15% | 20 |
|
|
2023
Q3 | $1.41M | Sell |
62,632
-5,741
| -8% | -$130K | 1.13% | 20 |
|
|
2023
Q2 | $1.6M | Buy |
68,373
+3,416
| +5% | +$80.1K | 1.22% | 19 |
|
|
2023
Q1 | $1.5M | Sell |
64,957
-15,904
| -20% | -$366K | 1.2% | 20 |
|
|
2022
Q4 | $1.77M | Buy |
+80,861
| New | +$1.77M | 1.6% | 16 |
|