SC&H Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.3M	Buy	421,263 +14,754	+4%	+$516K	2.15%	12
2025 Q4	$13.2M	Buy	406,509 +8,453	+2%	+$272K	2.05%	12
2025 Q3	$12.6M	Buy	398,056 +19,975	+5%	+$602K	2.05%	12
2025 Q2	$10.9M	Sell	378,081 -1,453	-0.4%	-$39K	1.87%	14
2025 Q1	$9.83M	Buy	379,534 +24,283	+7%	+$630K	1.93%	14
2024 Q4	$9.01M	Buy	355,251 +20,158	+6%	+$533K	1.86%	14
2024 Q3	$9.18M	Buy	335,093 +15,116	+5%	+$394K	2.01%	12
2024 Q2	$8.28M	Buy	319,977 +17,468	+6%	+$443K	2.03%	12
2024 Q1	$7.48M	Buy	302,509 +6,745	+2%	+$162K	1.95%	12
2023 Q4	$7.13M	Sell	295,764 -21,546	-7%	-$492K	2.06%	13
2023 Q3	$7.16M	Buy	317,310 +16,068	+5%	+$379K	2.38%	12
2023 Q2	$7.07M	Buy	301,242 +12,931	+4%	+$299K	2.34%	13
2023 Q1	$6.64M	Buy	288,311 +15,351	+6%	+$354K	2.42%	13
2022 Q4	$5.99M	Buy	272,960 +91,072	+50%	+$1.94M	2.48%	12
2022 Q3	$3.65M	Sell	181,888 -60,846	-25%	-$1.37M	1.83%	13
2022 Q2	$5.62M	Buy	242,734 +78,748	+48%	+$1.93M	2.62%	12
2022 Q1	$4.3M	Buy	163,986 +117,119	+250%	+$3.14M	2.05%	10
2021 Q4	$1.28M	Buy	+46,867	New	+$1.29M	0.71%	33