Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-38,531
| Closed | -$952K | – | 14 |
|
|
2024
Q1 | $952K | Sell |
38,531
-878
| -2% | -$21.7K | 0.42% | 37 |
|
|
2023
Q4 | $950K | Buy |
39,409
+7,461
| +23% | +$180K | 0.47% | 37 |
|
|
2023
Q3 | $721K | Hold |
31,948
| – | – | 0.4% | 40 |
|
|
2023
Q2 | $750K | Hold |
31,948
| – | – | 0.42% | 39 |
|
|
2023
Q1 | $735K | Buy |
31,948
+3,895
| +14% | +$89.7K | 0.44% | 39 |
|
|
2022
Q4 | $616K | Buy |
+28,053
| New | +$616K | 0.4% | 41 |
|