SHFA
SC&H Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
378,081
-1,453
| -0.4% | -$42.1K | 1.87% | 14 |
|
|
2025
Q1 | $9.83M | Buy |
379,534
+24,283
| +7% | +$629K | 1.93% | 14 |
|
|
2024
Q4 | $9.01M | Buy |
355,251
+20,158
| +6% | +$511K | 1.86% | 14 |
|
|
2024
Q3 | $9.18M | Buy |
335,093
+15,116
| +5% | +$414K | 2.01% | 12 |
|
|
2024
Q2 | $8.28M | Buy |
319,977
+17,468
| +6% | +$452K | 2.03% | 12 |
|
|
2024
Q1 | $7.48M | Buy |
302,509
+6,745
| +2% | +$167K | 1.95% | 12 |
|
|
2023
Q4 | $7.13M | Sell |
295,764
-21,546
| -7% | -$519K | 2.06% | 13 |
|
|
2023
Q3 | $7.16M | Buy |
317,310
+16,068
| +5% | +$363K | 2.38% | 12 |
|
|
2023
Q2 | $7.07M | Buy |
301,242
+12,931
| +4% | +$303K | 2.34% | 13 |
|
|
2023
Q1 | $6.64M | Buy |
288,311
+15,351
| +6% | +$353K | 2.42% | 13 |
|
|
2022
Q4 | $5.99M | Buy |
272,960
+91,072
| +50% | +$2M | 2.48% | 12 |
|
|
2022
Q3 | $3.65M | Sell |
181,888
-60,846
| -25% | -$1.22M | 1.83% | 13 |
|
|
2022
Q2 | $5.62M | Buy |
242,734
+78,748
| +48% | +$1.82M | 2.62% | 12 |
|
|
2022
Q1 | $4.3M | Buy |
163,986
+117,119
| +250% | +$3.07M | 2.05% | 10 |
|
|
2021
Q4 | $1.28M | Buy |
+46,867
| New | +$1.28M | 0.71% | 33 |
|