Valeo 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 | $602K | Sell |
20,781
-3,635
| -15% | -$105K | 0.01% | 410 |
|
|
2025
Q1 | $632K | Buy |
24,416
+1,420
| +6% | +$36.8K | 0.02% | 349 |
|
|
2024
Q4 | $583K | Buy |
22,996
+1,056
| +5% | +$26.8K | 0.02% | 371 |
|
|
2024
Q3 | $601K | Sell |
21,940
-2,346
| -10% | -$64.3K | 0.02% | 366 |
|
|
2024
Q2 | $628K | Buy |
24,286
+662
| +3% | +$17.1K | 0.02% | 324 |
|
|
2024
Q1 | $579K | Buy |
23,624
+8,613
| +57% | +$211K | 0.02% | 331 |
|
|
2023
Q4 | $362K | Hold |
15,011
| – | – | 0.01% | 436 |
|
|
2023
Q3 | $339K | Buy |
15,011
+1,124
| +8% | +$25.4K | 0.02% | 426 |
|
|
2023
Q2 | $326K | Buy |
13,887
+949
| +7% | +$22.3K | 0.01% | 415 |
|
|
2023
Q1 | $298K | Buy |
+12,938
| New | +$298K | 0.01% | 447 |
|