Root Financial Partners’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 | $57.1M | Sell |
1,971,067
-107,689
| -5% | -$3.12M | 5.51% | 5 |
|
|
2025
Q1 | $53.8M | Buy |
2,078,756
+257,941
| +14% | +$6.68M | 5.74% | 4 |
|
|
2024
Q4 | $46.2M | Buy |
1,820,815
+351,669
| +24% | +$8.92M | 5.73% | 4 |
|
|
2024
Q3 | $40.3M | Buy |
1,469,146
+355,742
| +32% | +$9.75M | 6.44% | 4 |
|
|
2024
Q2 | $28.8M | Buy |
1,113,404
+221,204
| +25% | +$5.72M | 6.74% | 4 |
|
|
2024
Q1 | $22.1M | Buy |
892,200
+143,010
| +19% | +$3.54M | 6.54% | 6 |
|
|
2023
Q4 | $18.1M | Buy |
749,190
+155,866
| +26% | +$3.76M | 6.79% | 5 |
|
|
2023
Q3 | $13.4M | Buy |
593,324
+89,512
| +18% | +$2.02M | 7.09% | 5 |
|
|
2023
Q2 | $11.8M | Buy |
503,812
+84,160
| +20% | +$1.97M | 7.04% | 5 |
|
|
2023
Q1 | $9.66M | Buy |
+419,652
| New | +$9.66M | 6.89% | 5 |
|