Stratos Wealth Partners’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 | $356K | Buy |
12,294
+740
| +6% | +$21.4K | ﹤0.01% | 1067 |
|
2025
Q1 | $299K | Sell |
11,554
-426
| -4% | -$11K | ﹤0.01% | 1097 |
|
2024
Q4 | $304K | Sell |
11,980
-1,687
| -12% | -$42.8K | ﹤0.01% | 1142 |
|
2024
Q3 | $375K | Buy |
13,667
+4,217
| +45% | +$116K | 0.01% | 1051 |
|
2024
Q2 | $244K | Buy |
9,450
+828
| +10% | +$21.4K | ﹤0.01% | 1175 |
|
2024
Q1 | $213K | Hold |
8,622
| – | – | ﹤0.01% | 1264 |
|
2023
Q4 | $208K | Buy |
+8,622
| New | +$208K | ﹤0.01% | 1257 |
|