Sequoia 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	$16.2M	Sell	478,572 -21,830	-4%	-$763K	0.09%	153
2025 Q4	$16.3M	Sell	500,402 -36,165	-7%	-$1.16M	0.09%	151
2025 Q3	$16.9M	Buy	536,567 +182,271	+51%	+$5.49M	0.1%	137
2025 Q2	$10.3M	Buy	354,296 +263	+0.1%	+$7.06K	0.07%	189
2025 Q1	$9.17M	Sell	354,033 -11,216	-3%	-$291K	0.07%	200
2024 Q4	$9.27M	Sell	365,249 -5,657	-2%	-$150K	0.09%	179
2024 Q3	$10.2M	Buy	370,906 +46,023	+14%	+$1.2M	0.11%	150
2024 Q2	$8.4M	Buy	324,883 +266,566	+457%	+$6.76M	0.1%	146
2024 Q1	$1.44M	Sell	58,317 -20,415	-26%	-$489K	0.02%	388
2023 Q4	$1.9M	Sell	78,732 -36,325	-32%	-$830K	0.02%	361
2023 Q3	$2.6M	Sell	115,057 -22,167	-16%	-$523K	0.05%	204
2023 Q2	$3.22M	Sell	137,224 -138,651	-50%	-$3.21M	0.06%	191
2023 Q1	$6.35M	Sell	275,875 -386,596	-58%	-$8.91M	0.14%	130
2022 Q4	$14.5M	Buy	662,471 +87,327	+15%	+$1.86M	0.36%	57
2022 Q3	$11.6M	Sell	575,144 -8,131	-1%	-$183K	0.36%	49
2022 Q2	$13.5M	Buy	583,275 +21,091	+4%	+$516K	0.38%	49
2022 Q1	$14.8M	Buy	562,184 +42,924	+8%	+$1.15M	0.37%	48
2021 Q4	$14.2M	Buy	+519,260	New	+$14.3M	0.39%	47