Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-365
| Closed | -$8.8K | – | 237 |
|
|
2023
Q4 | $8.8K | Buy |
+365
| New | +$8.8K | ﹤0.01% | 412 |
|
|
2022
Q3 | – | Sell |
-237
| Closed | -$5.49K | – | 221 |
|
|
2022
Q2 | $5.49K | Buy |
237
+70
| +42% | +$1.62K | ﹤0.01% | 441 |
|
|
2022
Q1 | $4.45K | Hold |
167
| – | – | ﹤0.01% | 639 |
|
|
2021
Q4 | $5K | Buy |
+167
| New | +$5K | ﹤0.01% | 653 |
|