Morris Financial Concepts’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 | $1.3M | Buy |
44,810
+13,295
| +42% | +$385K | 0.52% | 36 |
|
|
2025
Q1 | $816K | Buy |
31,515
+16,016
| +103% | +$415K | 0.34% | 49 |
|
|
2024
Q4 | $393K | Buy |
15,499
+8,536
| +123% | +$217K | 0.17% | 76 |
|
|
2024
Q3 | $191K | Sell |
6,963
-33
| -0.5% | -$905 | 0.08% | 124 |
|
|
2024
Q2 | $181K | Buy |
6,996
+1,222
| +21% | +$31.6K | 0.09% | 104 |
|
|
2024
Q1 | $143K | Buy |
5,774
+847
| +17% | +$20.9K | 0.07% | 104 |
|
|
2023
Q4 | $119K | Buy |
4,927
+1
| +0% | +$24 | 0.07% | 104 |
|
|
2023
Q3 | $111K | Buy |
4,926
+1,088
| +28% | +$24.6K | 0.07% | 93 |
|
|
2023
Q2 | $90K | Sell |
3,838
-25
| -0.6% | -$586 | 0.06% | 96 |
|
|
2023
Q1 | $88.9K | Buy |
3,863
+446
| +13% | +$10.3K | 0.06% | 95 |
|
|
2022
Q4 | $75K | Buy |
+3,417
| New | +$75K | 0.06% | 91 |
|
|
2022
Q3 | – | Sell |
-835
| Closed | -$19K | – | 119 |
|
|
2022
Q2 | $19K | Buy |
835
+632
| +311% | +$14.4K | 0.02% | 95 |
|
|
2022
Q1 | $5K | Buy |
203
+107
| +111% | +$2.64K | ﹤0.01% | 104 |
|
|
2021
Q4 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 98 |
|