Perigon Wealth Management’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 | $24.8M | Buy |
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|
2025
Q2 | $21.8M | Buy |
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|
2025
Q1 | $19.2M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $16.9M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $10.4M | Buy |
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|
2023
Q3 | $6.93M | Buy |
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|
2023
Q2 | $5.97M | Buy |
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|
2023
Q1 | $4.97M | Buy |
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|
2022
Q4 | $4.11M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $547K | Buy |
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