Porter White Investment 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 | $1.7M | Buy |
58,844
+17
| +0% | +$492 | 0.79% | 18 |
|
|
2025
Q1 | $1.52M | Buy |
58,827
+517
| +0.9% | +$13.4K | 0.75% | 18 |
|
|
2024
Q4 | $1.48M | Buy |
58,310
+31
| +0.1% | +$786 | 0.75% | 15 |
|
|
2024
Q3 | $1.6M | Sell |
58,279
-2,413
| -4% | -$66.1K | 0.8% | 15 |
|
|
2024
Q2 | $1.57M | Buy |
60,692
+3
| +0% | +$78 | 0.84% | 15 |
|
|
2024
Q1 | $1.5M | Buy |
60,689
+11,479
| +23% | +$284K | 0.8% | 15 |
|
|
2023
Q4 | $1.19M | Buy |
49,210
+4,359
| +10% | +$105K | 0.74% | 15 |
|
|
2023
Q3 | $1.01M | Buy |
44,851
+8,950
| +25% | +$202K | 0.77% | 13 |
|
|
2023
Q2 | $842K | Buy |
35,901
+4,005
| +13% | +$94K | 0.67% | 15 |
|
|
2023
Q1 | $734K | Buy |
31,896
+2,261
| +8% | +$52K | 0.63% | 11 |
|
|
2022
Q4 | $650K | Buy |
+29,635
| New | +$650K | 0.58% | 12 |
|