Steward Partners Investment Advisory’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 | $5.79K | Buy |
200
+100
| +100% | +$2.9K | ﹤0.01% | 3426 |
|
|
2025
Q1 | $2.59K | Hold |
100
| – | – | ﹤0.01% | 3587 |
|
|
2024
Q4 | $2.54K | Hold |
100
| – | – | ﹤0.01% | 3576 |
|
|
2024
Q3 | $2.74K | Buy |
+100
| New | +$2.74K | ﹤0.01% | 3372 |
|
|
2021
Q3 | – | Sell |
-370
| Closed | -$11K | – | 3206 |
|
|
2021
Q2 | $11K | Hold |
370
| – | – | ﹤0.01% | 5849 |
|
|
2021
Q1 | $10.4K | Buy |
+370
| New | +$10.4K | ﹤0.01% | 2767 |
|