Morling Financial 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 | $21M | Buy |
727,083
+960
| +0.1% | +$27.8K | 6.88% | 7 |
|
|
2025
Q1 | $18.8M | Buy |
726,123
+56,270
| +8% | +$1.46M | 6.47% | 6 |
|
|
2024
Q4 | $17M | Buy |
669,853
+51,806
| +8% | +$1.31M | 5.92% | 7 |
|
|
2024
Q3 | $16.9M | Buy |
618,047
+77,052
| +14% | +$2.11M | 6.46% | 6 |
|
|
2024
Q2 | $14M | Buy |
540,995
+32,418
| +6% | +$839K | 6.1% | 7 |
|
|
2024
Q1 | $12.6M | Buy |
508,577
+88,139
| +21% | +$2.18M | 7.19% | 5 |
|
|
2023
Q4 | $10.1M | Buy |
420,438
+77,677
| +23% | +$1.87M | 8.18% | 3 |
|
|
2023
Q3 | $7.74M | Buy |
342,761
+46,023
| +16% | +$1.04M | 7.67% | 3 |
|
|
2023
Q2 | $6.96M | Buy |
296,738
+53,783
| +22% | +$1.26M | 6.69% | 4 |
|
|
2023
Q1 | $5.59M | Buy |
242,955
+64,506
| +36% | +$1.48M | 6.03% | 6 |
|
|
2022
Q4 | $3.92M | Buy |
178,449
+75,237
| +73% | +$1.65M | 5% | 7 |
|
|
2022
Q3 | $2.07M | Buy |
103,212
+52,204
| +102% | +$1.05M | 2.82% | 11 |
|
|
2022
Q2 | $1.18M | Buy |
+51,008
| New | +$1.18M | 1.54% | 15 |
|