Tanager 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 | $647K | Sell |
22,347
-1,596
| -7% | -$46.2K | 0.08% | 68 |
|
|
2025
Q1 | $620K | Sell |
23,943
-2,940
| -11% | -$76.1K | 0.08% | 60 |
|
|
2024
Q4 | $682K | Sell |
26,883
-1,880
| -7% | -$47.7K | 0.09% | 54 |
|
|
2024
Q3 | $788K | Sell |
28,763
-1,183
| -4% | -$32.4K | 0.11% | 47 |
|
|
2024
Q2 | $775K | Sell |
29,946
-2,111
| -7% | -$54.6K | 0.12% | 46 |
|
|
2024
Q1 | $792K | Buy |
32,057
+3,530
| +12% | +$87.3K | 0.13% | 43 |
|
|
2023
Q4 | $688K | Buy |
+28,527
| New | +$688K | 0.13% | 44 |
|
|
2023
Q3 | – | Sell |
-8,654
| Closed | -$203K | – | 76 |
|
|
2023
Q2 | $203K | Buy |
+8,654
| New | +$203K | 0.04% | 83 |
|