Phillips Financial Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-21
| Closed | -$543 | – | 278 |
|
2024
Q2 | $543 | Buy |
+21
| New | +$543 | ﹤0.01% | 269 |
|
2023
Q4 | – | Sell |
-694
| Closed | -$15.7K | – | 253 |
|
2023
Q3 | $15.7K | Hold |
694
| – | – | ﹤0.01% | 214 |
|
2023
Q2 | $16.3K | Sell |
694
-1,878
| -73% | -$44.1K | ﹤0.01% | 210 |
|
2023
Q1 | $59.2K | Buy |
2,572
+3
| +0.1% | +$69 | 0.01% | 185 |
|
2022
Q4 | $56.4K | Buy |
2,569
+14
| +0.5% | +$307 | 0.01% | 174 |
|
2022
Q3 | $51K | Buy |
+2,555
| New | +$51K | 0.01% | 170 |
|