Sax Wealth Advisors’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 | $5.25M | Buy |
181,232
+23,170
| +15% | +$671K | 0.32% | 53 |
|
|
2025
Q1 | $4.09M | Buy |
158,062
+21,762
| +16% | +$563K | 0.29% | 55 |
|
|
2024
Q4 | $3.46M | Buy |
136,300
+19,298
| +16% | +$490K | 0.27% | 51 |
|
|
2024
Q3 | $3.21M | Sell |
117,002
-979
| -0.8% | -$26.8K | 0.29% | 42 |
|
|
2024
Q2 | $3.05M | Sell |
117,981
-1,648
| -1% | -$42.6K | 0.29% | 48 |
|
|
2024
Q1 | $2.96M | Sell |
119,629
-57,201
| -32% | -$1.41M | 0.35% | 35 |
|
|
2023
Q4 | $4.26M | Sell |
176,830
-6,291
| -3% | -$152K | 0.7% | 27 |
|
|
2023
Q3 | $4.13M | Buy |
183,121
+15,588
| +9% | +$352K | 0.81% | 29 |
|
|
2023
Q2 | $3.93M | Buy |
167,533
+38,931
| +30% | +$913K | 0.78% | 30 |
|
|
2023
Q1 | $2.96M | Buy |
128,602
+19,619
| +18% | +$452K | 0.64% | 34 |
|
|
2022
Q4 | $2.39M | Buy |
108,983
+25,006
| +30% | +$549K | 0.55% | 35 |
|
|
2022
Q3 | $1.69M | Buy |
83,977
+43,641
| +108% | +$877K | 0.43% | 43 |
|
|
2022
Q2 | $934K | Buy |
40,336
+17,616
| +78% | +$408K | 0.24% | 66 |
|
|
2022
Q1 | $596K | Buy |
22,720
+3,602
| +19% | +$94.5K | 0.14% | 94 |
|
|
2021
Q4 | $523K | Buy |
+19,118
| New | +$523K | 0.11% | 115 |
|