Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
8,439
-349
| -4% | -$10.1K | 0.01% | 711 |
|
|
2025
Q1 | $228K | Buy |
8,788
+8,434
| +2,382% | +$218K | 0.01% | 792 |
|
|
2024
Q4 | $8.99K | Sell |
354
-246
| -41% | -$6.25K | ﹤0.01% | 1863 |
|
|
2024
Q3 | $16.4K | Sell |
600
-12,301
| -95% | -$337K | ﹤0.01% | 1494 |
|
|
2024
Q2 | $334K | Sell |
12,901
-5,245
| -29% | -$136K | 0.01% | 584 |
|
|
2024
Q1 | $449K | Buy |
18,146
+920
| +5% | +$22.7K | 0.01% | 547 |
|
|
2023
Q4 | $399K | Buy |
17,226
+578
| +3% | +$13.4K | 0.01% | 569 |
|
|
2023
Q3 | $376K | Buy |
16,648
+1,089
| +7% | +$24.6K | 0.01% | 544 |
|
|
2023
Q2 | $365K | Buy |
15,559
+57
| +0.4% | +$1.34K | 0.01% | 567 |
|
|
2023
Q1 | $357K | Buy |
15,502
+11,089
| +251% | +$255K | 0.01% | 575 |
|
|
2022
Q4 | $97K | Buy |
4,413
+3,013
| +215% | +$66.2K | 0.01% | 752 |
|
|
2022
Q3 | $28K | Sell |
1,400
-5,441
| -80% | -$109K | ﹤0.01% | 1175 |
|
|
2022
Q2 | $158K | Hold |
6,841
| – | – | 0.01% | 847 |
|
|
2022
Q1 | $180K | Hold |
6,841
| – | – | ﹤0.01% | 936 |
|
|
2021
Q4 | $187K | Hold |
6,841
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q3 | $186K | Buy |
6,841
+650
| +10% | +$17.7K | ﹤0.01% | 957 |
|
|
2021
Q2 | $183K | Buy |
6,191
+4,941
| +395% | +$146K | 0.01% | 969 |
|
|
2021
Q1 | $35K | Buy |
+1,250
| New | +$35K | ﹤0.01% | 1897 |
|