Pinnacle Wealth Management Advisory Group’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 | $6.27M | Buy |
216,573
+7,242
| +3% | +$210K | 0.52% | 48 |
|
|
2025
Q1 | $5.42M | Buy |
209,331
+1,286
| +0.6% | +$33.3K | 0.51% | 50 |
|
|
2024
Q4 | $5.28M | Buy |
208,045
+1,603
| +0.8% | +$40.7K | 0.49% | 50 |
|
|
2024
Q3 | $5.66M | Sell |
206,442
-2,163
| -1% | -$59.3K | 0.54% | 45 |
|
|
2024
Q2 | $5.4M | Sell |
208,605
-5,375
| -3% | -$139K | 0.56% | 42 |
|
|
2024
Q1 | $5.29M | Sell |
213,980
-1,395
| -0.6% | -$34.5K | 0.57% | 41 |
|
|
2023
Q4 | $5.19M | Sell |
215,375
-5,510
| -2% | -$133K | 0.61% | 41 |
|
|
2023
Q3 | $4.99M | Hold |
220,885
| – | – | 0.65% | 36 |
|
|
2023
Q2 | $5.18M | Buy |
220,885
+4,040
| +2% | +$94.8K | 0.64% | 39 |
|
|
2023
Q1 | $4.99M | Buy |
+216,845
| New | +$4.99M | 0.67% | 38 |
|