Trinity Financial 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 | $4.54M | Sell |
156,818
-43,515
| -22% | -$1.26M | 1.39% | 20 |
|
|
2025
Q1 | $5.12M | Buy |
200,333
+1,773
| +0.9% | +$45.3K | 1.85% | 17 |
|
|
2024
Q4 | $5.03M | Buy |
198,560
+93,884
| +90% | +$2.38M | 1.91% | 17 |
|
|
2024
Q3 | $2.07M | Buy |
104,676
+62,141
| +146% | +$1.23M | 0.92% | 20 |
|
|
2024
Q2 | $1.1M | Buy |
42,535
+34,310
| +417% | +$888K | 0.49% | 27 |
|
|
2024
Q1 | $203K | Buy |
+8,225
| New | +$203K | 0.09% | 73 |
|