Pinnacle Family Advisors’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 | $353K | Buy |
12,182
+157
| +1% | +$4.55K | 0.17% | 87 |
|
|
2025
Q1 | $311K | Buy |
12,025
+402
| +3% | +$10.4K | 0.17% | 88 |
|
|
2024
Q4 | $295K | Buy |
11,623
+181
| +2% | +$4.59K | 0.14% | 92 |
|
|
2024
Q3 | $314K | Sell |
11,442
-160
| -1% | -$4.39K | 0.16% | 99 |
|
|
2024
Q2 | $300K | Buy |
11,602
+1,427
| +14% | +$36.9K | 0.17% | 92 |
|
|
2024
Q1 | $252K | Buy |
10,175
+302
| +3% | +$7.47K | 0.13% | 84 |
|
|
2023
Q4 | $238K | Buy |
9,873
+283
| +3% | +$6.82K | 0.14% | 85 |
|
|
2023
Q3 | $216K | Sell |
9,590
-12
| -0.1% | -$271 | 0.12% | 85 |
|
|
2023
Q2 | $225K | Sell |
9,602
-122
| -1% | -$2.86K | 0.12% | 93 |
|
|
2023
Q1 | $224K | Sell |
9,724
-45
| -0.5% | -$1.04K | 0.14% | 90 |
|
|
2022
Q4 | $214K | Buy |
+9,769
| New | +$214K | 0.15% | 86 |
|
|
2022
Q3 | – | Sell |
-9,506
| Closed | -$220K | – | 80 |
|
|
2022
Q2 | $220K | Buy |
9,506
+152
| +2% | +$3.52K | 0.18% | 81 |
|
|
2022
Q1 | $245K | Buy |
9,354
+72
| +0.8% | +$1.89K | 0.13% | 102 |
|
|
2021
Q4 | $254K | Sell |
9,282
-203
| -2% | -$5.56K | 0.12% | 89 |
|
|
2021
Q3 | $258K | Sell |
9,485
-14,977
| -61% | -$407K | 0.12% | 118 |
|
|
2021
Q2 | $725K | Buy |
+24,462
| New | +$725K | 0.32% | 56 |
|