WDG
Wealth Dimensions Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
483,005
+14,640
| +3% | +$424K | 3.08% | 9 |
|
|
2025
Q1 | $12.1M | Buy |
468,365
+47,039
| +11% | +$1.22M | 2.89% | 11 |
|
|
2024
Q4 | $10.7M | Buy |
421,326
+40,098
| +11% | +$1.02M | 2.62% | 12 |
|
|
2024
Q3 | $10.4M | Buy |
381,228
+62,283
| +20% | +$1.71M | 2.65% | 12 |
|
|
2024
Q2 | $8.25M | Buy |
318,945
+32,432
| +11% | +$839K | 2.35% | 12 |
|
|
2024
Q1 | $7.08M | Buy |
286,513
+34,088
| +14% | +$843K | 2.09% | 13 |
|
|
2023
Q4 | $6.09M | Buy |
252,425
+35,334
| +16% | +$852K | 1.93% | 14 |
|
|
2023
Q3 | $4.9M | Buy |
217,091
+46,219
| +27% | +$1.04M | 1.78% | 13 |
|
|
2023
Q2 | $4.01M | Buy |
170,872
+18,693
| +12% | +$439K | 1.46% | 13 |
|
|
2023
Q1 | $3.5M | Buy |
152,179
+23,320
| +18% | +$537K | 1.36% | 14 |
|
|
2022
Q4 | $2.83M | Sell |
128,859
-1,099
| -0.8% | -$24.1K | 1.16% | 15 |
|
|
2022
Q3 | $2.61M | Buy |
129,958
+19,681
| +18% | +$395K | 1.29% | 14 |
|
|
2022
Q2 | $2.55M | Buy |
110,277
+40,923
| +59% | +$948K | 1.21% | 17 |
|
|
2022
Q1 | $1.82M | Buy |
+69,354
| New | +$1.82M | 0.84% | 23 |
|