Sterling 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 | $11.9M | Buy |
+411,212
| New | +$11.9M | 4.06% | 8 |
|
|
2024
Q4 | $9.85M | Buy |
388,160
+34,128
| +10% | +$866K | 3.64% | 8 |
|
|
2024
Q3 | $9.7M | Buy |
354,032
+100,408
| +40% | +$2.75M | 3.62% | 7 |
|
|
2024
Q2 | $6.56M | Buy |
253,624
+35,278
| +16% | +$913K | 3.11% | 10 |
|
|
2024
Q1 | $5.4M | Buy |
218,346
+25,218
| +13% | +$623K | 2.69% | 11 |
|
|
2023
Q4 | $4.66M | Buy |
+193,128
| New | +$4.66M | 2.62% | 12 |
|