Valued Wealth 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 | $2.13M | Buy |
73,471
+11,879
| +19% | +$344K | 1.11% | 15 |
|
|
2025
Q1 | $1.59M | Sell |
61,592
-5,401
| -8% | -$140K | 0.96% | 16 |
|
|
2024
Q4 | $1.7M | Buy |
66,993
+10,707
| +19% | +$272K | 1.06% | 14 |
|
|
2024
Q3 | $1.54M | Buy |
56,286
+1,158
| +2% | +$31.7K | 1% | 14 |
|
|
2024
Q2 | $1.43M | Buy |
55,128
+2,899
| +6% | +$75K | 0.98% | 14 |
|
|
2024
Q1 | $1.29M | Sell |
52,229
-224,035
| -81% | -$5.54M | 0.91% | 15 |
|
|
2023
Q4 | $6.24M | Buy |
+276,264
| New | +$6.24M | 5.76% | 7 |
|