Patriot Financial Group Insurance Agency’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $893K | Buy |
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|
2025
Q2 | $734K | Buy |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $614K | Sell |
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|
2024
Q3 | $665K | Sell |
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|
2024
Q2 | $628K | Sell |
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|
2024
Q1 | $602K | Buy |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $839K | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | $195K | Buy |
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