Sequoia Financial 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 | $10.3M | Buy |
354,296
+263
| +0.1% | +$7.61K | 0.07% | 188 |
|
|
2025
Q1 | $9.17M | Sell |
354,033
-11,216
| -3% | -$290K | 0.07% | 199 |
|
|
2024
Q4 | $9.27M | Sell |
365,249
-5,657
| -2% | -$144K | 0.09% | 178 |
|
|
2024
Q3 | $10.2M | Buy |
370,906
+46,023
| +14% | +$1.26M | 0.11% | 150 |
|
|
2024
Q2 | $8.4M | Buy |
324,883
+266,566
| +457% | +$6.9M | 0.1% | 146 |
|
|
2024
Q1 | $1.44M | Sell |
58,317
-20,415
| -26% | -$505K | 0.02% | 386 |
|
|
2023
Q4 | $1.9M | Sell |
78,732
-36,325
| -32% | -$876K | 0.02% | 361 |
|
|
2023
Q3 | $2.6M | Sell |
115,057
-22,167
| -16% | -$500K | 0.05% | 204 |
|
|
2023
Q2 | $3.22M | Sell |
137,224
-138,651
| -50% | -$3.25M | 0.06% | 191 |
|
|
2023
Q1 | $6.35M | Sell |
275,875
-386,596
| -58% | -$8.9M | 0.14% | 130 |
|
|
2022
Q4 | $14.5M | Buy |
662,471
+87,327
| +15% | +$1.92M | 0.36% | 57 |
|
|
2022
Q3 | $11.6M | Sell |
575,144
-8,131
| -1% | -$163K | 0.36% | 49 |
|
|
2022
Q2 | $13.5M | Buy |
583,275
+21,091
| +4% | +$488K | 0.38% | 49 |
|
|
2022
Q1 | $14.8M | Buy |
562,184
+42,924
| +8% | +$1.13M | 0.37% | 48 |
|
|
2021
Q4 | $14.2M | Buy |
+519,260
| New | +$14.2M | 0.39% | 47 |
|