Monument Group 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
Q2 | $6.81M | Buy |
235,229
+5,644
| +2% | +$163K | 4.29% | 5 |
|
|
2025
Q1 | $5.94M | Buy |
229,585
+4,714
| +2% | +$122K | 4.12% | 5 |
|
|
2024
Q4 | $5.71M | Sell |
224,871
-44,102
| -16% | -$1.12M | 4.04% | 5 |
|
|
2024
Q3 | $7.37M | Buy |
268,973
+18,543
| +7% | +$508K | 4.43% | 5 |
|
|
2024
Q2 | $6.48M | Buy |
250,430
+18,039
| +8% | +$467K | 4.36% | 5 |
|
|
2024
Q1 | $5.74M | Buy |
232,391
+28,563
| +14% | +$706K | 4.26% | 5 |
|
|
2023
Q4 | $4.91M | Buy |
+203,828
| New | +$4.91M | 4.19% | 5 |
|