RCS Financial Planning’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 | $1.04M | Sell |
35,821
-53,426
| -60% | -$1.55M | 0.52% | 35 |
|
|
2025
Q1 | $2.31M | Sell |
89,247
-5,556
| -6% | -$144K | 1.22% | 21 |
|
|
2024
Q4 | $2.41M | Sell |
94,803
-9,185
| -9% | -$233K | 1.28% | 22 |
|
|
2024
Q3 | $2.85M | Buy |
103,988
+366
| +0.4% | +$10K | 1.58% | 15 |
|
|
2024
Q2 | $2.68M | Buy |
103,622
+1,420
| +1% | +$36.7K | 1.58% | 13 |
|
|
2024
Q1 | $2.53M | Sell |
102,202
-3,708
| -4% | -$91.7K | 1.55% | 14 |
|
|
2023
Q4 | $2.55M | Sell |
105,910
-3,879
| -4% | -$93.5K | 1.67% | 13 |
|
|
2023
Q3 | $2.48M | Buy |
109,789
+13,570
| +14% | +$306K | 1.89% | 10 |
|
|
2023
Q2 | $2.26M | Buy |
96,219
+1,060
| +1% | +$24.9K | 1.86% | 11 |
|
|
2023
Q1 | $2.19M | Buy |
95,159
+4,718
| +5% | +$109K | 1.94% | 12 |
|
|
2022
Q4 | $1.99M | Buy |
+90,441
| New | +$1.99M | 1.93% | 11 |
|