Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $837K | Sell |
35,661
-11,738
| -25% | -$275K | 0.25% | 40 |
|
|
2023
Q1 | $1.09M | Sell |
47,399
-29,523
| -38% | -$680K | 0.36% | 37 |
|
|
2022
Q4 | $1.69M | Sell |
76,922
-174,295
| -69% | -$3.83M | 0.63% | 25 |
|
|
2022
Q3 | $5.05M | Sell |
251,217
-149,455
| -37% | -$3M | 2.38% | 11 |
|
|
2022
Q2 | $9.28M | Sell |
400,672
-93,365
| -19% | -$2.16M | 4.68% | 7 |
|
|
2022
Q1 | $13M | Buy |
494,037
+164,089
| +50% | +$4.31M | 6.65% | 4 |
|
|
2021
Q4 | $9.03M | Buy |
329,948
+283,087
| +604% | +$7.74M | 5.19% | 6 |
|
|
2021
Q3 | $1.28M | Buy |
+46,861
| New | +$1.28M | 1.05% | 27 |
|