Total Clarity 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 | – | Sell |
-26,610
| Closed | -$675K | – | 296 |
|
2025
Q1 | $675K | Hold |
26,610
| – | – | 0.22% | 118 |
|
2024
Q4 | $675K | Buy |
26,610
+152
| +0.6% | +$3.86K | 0.22% | 118 |
|
2024
Q3 | $725K | Buy |
26,458
+240
| +0.9% | +$6.58K | 0.23% | 117 |
|
2024
Q2 | $678K | Buy |
26,218
+256
| +1% | +$6.62K | 0.24% | 111 |
|
2024
Q1 | $642K | Buy |
25,962
+976
| +4% | +$24.1K | 0.22% | 119 |
|
2023
Q4 | $602K | Buy |
+24,986
| New | +$602K | 0.25% | 114 |
|