Sanctuary Wealth 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
Q4 | $82.4K | Hold |
3,246
| – | – | 0.05% | 72 |
|
|
2024
Q3 | $89K | Sell |
3,246
-693
| -18% | -$19K | 0.06% | 70 |
|
|
2024
Q2 | $102K | Sell |
3,939
-455
| -10% | -$11.8K | 0.08% | 63 |
|
|
2024
Q1 | $109K | Sell |
4,394
-1,595
| -27% | -$39.4K | 0.09% | 63 |
|
|
2023
Q4 | $144K | Buy |
5,989
+21
| +0.4% | +$506 | 0.14% | 48 |
|
|
2023
Q3 | $135K | Buy |
5,968
+405
| +7% | +$9.14K | 0.15% | 40 |
|
|
2023
Q2 | $131K | Buy |
+5,563
| New | +$131K | 0.14% | 42 |
|
|
2022
Q4 | $88.5K | Buy |
+4,034
| New | +$88.5K | 0.1% | 50 |
|