Total Wealth Planning’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 | $1.96M | Sell |
67,864
-1,379
| -2% | -$39.9K | 0.25% | 48 |
|
|
2025
Q1 | $1.79M | Sell |
69,243
-431
| -0.6% | -$11.2K | 0.27% | 40 |
|
|
2024
Q4 | $1.77M | Buy |
69,674
+50
| +0.1% | +$1.27K | 0.28% | 40 |
|
|
2024
Q3 | $1.91M | Sell |
69,624
-280
| -0.4% | -$7.68K | 0.3% | 39 |
|
|
2024
Q2 | $1.88M | Sell |
69,904
-1,572
| -2% | -$42.2K | 0.31% | 40 |
|
|
2024
Q1 | $1.77M | Sell |
71,476
-350
| -0.5% | -$8.65K | 0.3% | 40 |
|
|
2023
Q4 | $1.73M | Sell |
71,826
-400
| -0.6% | -$9.64K | 0.31% | 40 |
|
|
2023
Q3 | $1.63M | Sell |
72,226
-57
| -0.1% | -$1.29K | 0.33% | 41 |
|
|
2023
Q2 | $1.7M | Sell |
72,283
-2,115
| -3% | -$49.6K | 0.35% | 41 |
|
|
2023
Q1 | $1.71M | Sell |
74,398
-3,963
| -5% | -$91.2K | 0.38% | 39 |
|
|
2022
Q4 | $1.72M | Sell |
78,361
-570
| -0.7% | -$12.5K | 0.43% | 37 |
|
|
2022
Q3 | $1.59M | Buy |
78,931
+5,872
| +8% | +$118K | 0.45% | 33 |
|
|
2022
Q2 | $1.69M | Buy |
73,059
+2,729
| +4% | +$63.2K | 0.49% | 33 |
|
|
2022
Q1 | $1.85M | Buy |
+70,330
| New | +$1.85M | 0.5% | 36 |
|