Patriot Financial Group Insurance Agency’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 | $734K | Buy |
25,347
+1,233
| +5% | +$35.7K | 0.08% | 256 |
|
|
2025
Q1 | $624K | Sell |
24,114
-95
| -0.4% | -$2.46K | 0.08% | 254 |
|
|
2024
Q4 | $614K | Sell |
24,209
-69
| -0.3% | -$1.75K | 0.08% | 252 |
|
|
2024
Q3 | $665K | Sell |
24,278
-13
| -0.1% | -$356 | 0.09% | 243 |
|
|
2024
Q2 | $628K | Sell |
24,291
-59
| -0.2% | -$1.53K | 0.09% | 236 |
|
|
2024
Q1 | $602K | Buy |
24,350
+705
| +3% | +$17.4K | 0.1% | 234 |
|
|
2023
Q4 | $570K | Sell |
23,645
-13,531
| -36% | -$326K | 0.11% | 219 |
|
|
2023
Q3 | $839K | Sell |
37,176
-26,119
| -41% | -$590K | 0.17% | 154 |
|
|
2023
Q2 | $1.48M | Buy |
+63,295
| New | +$1.48M | 0.28% | 82 |
|
|
2022
Q4 | – | Sell |
-10,565
| Closed | -$212K | – | 431 |
|
|
2022
Q3 | $212K | Sell |
10,565
-881
| -8% | -$17.7K | 0.05% | 357 |
|
|
2022
Q2 | $265K | Buy |
11,446
+2,530
| +28% | +$58.6K | 0.05% | 330 |
|
|
2022
Q1 | $234K | Buy |
8,916
+1,428
| +19% | +$37.5K | 0.04% | 387 |
|
|
2021
Q4 | $205K | Buy |
7,488
+328
| +5% | +$8.98K | 0.03% | 437 |
|
|
2021
Q3 | $195K | Buy |
+7,160
| New | +$195K | 0.03% | 456 |
|