Retirement Guys Formula’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
Q1 | – | Sell |
-33,442
| Closed | -$848K | – | 143 |
|
|
2024
Q4 | $848K | Sell |
33,442
-4,937
| -13% | -$125K | 0.43% | 69 |
|
|
2024
Q3 | $1.05M | Buy |
38,379
+90
| +0.2% | +$2.47K | 0.49% | 63 |
|
|
2024
Q2 | $991K | Sell |
38,289
-3,591
| -9% | -$92.9K | 0.47% | 64 |
|
|
2024
Q1 | $1.04M | Sell |
41,880
-172
| -0.4% | -$4.25K | 0.5% | 64 |
|
|
2023
Q4 | $1.01M | Buy |
42,052
+10,860
| +35% | +$262K | 0.54% | 54 |
|
|
2023
Q3 | $704K | Sell |
31,192
-1,804
| -5% | -$40.7K | 0.49% | 62 |
|
|
2023
Q2 | $774K | Buy |
32,996
+2,484
| +8% | +$58.3K | 0.45% | 47 |
|
|
2023
Q1 | $702K | Sell |
30,512
-10
| -0% | -$230 | 0.5% | 46 |
|
|
2022
Q4 | $670K | Buy |
30,522
+7,999
| +36% | +$176K | 0.55% | 37 |
|
|
2022
Q3 | $452K | Buy |
22,523
+1,190
| +6% | +$23.9K | 0.48% | 50 |
|
|
2022
Q2 | $494K | Buy |
21,333
+4,068
| +24% | +$94.2K | 0.51% | 43 |
|
|
2022
Q1 | $453K | Buy |
+17,265
| New | +$453K | 0.3% | 63 |
|