Tanglewood Legacy Advisors’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 | $280K | Hold |
9,659
| – | – | 0.11% | 86 |
|
|
2025
Q1 | $250K | Sell |
9,659
-217
| -2% | -$5.62K | 0.11% | 85 |
|
|
2024
Q4 | $251K | Hold |
9,876
| – | – | 0.11% | 83 |
|
|
2024
Q3 | $271K | Hold |
9,876
| – | – | 0.12% | 74 |
|
|
2024
Q2 | $255K | Hold |
9,876
| – | – | 0.12% | 75 |
|
|
2024
Q1 | $244K | Hold |
9,876
| – | – | 0.12% | 75 |
|
|
2023
Q4 | $238K | Sell |
9,876
-4,760
| -33% | -$115K | 0.13% | 74 |
|
|
2023
Q3 | $330K | Hold |
14,636
| – | – | 0.2% | 61 |
|
|
2023
Q2 | $343K | Buy |
14,636
+2,391
| +20% | +$56.1K | 0.2% | 59 |
|
|
2023
Q1 | $282K | Buy |
+12,245
| New | +$282K | 0.18% | 61 |
|