WealthSource Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.16M | Sell |
47,999
-3,460
| -7% | -$83.4K | 0.08% | 182 |
|
|
2023
Q3 | $1.16M | Buy |
51,459
+2,215
| +4% | +$50K | 0.08% | 174 |
|
|
2023
Q2 | $1.16M | Sell |
49,244
-3,605
| -7% | -$84.6K | 0.08% | 179 |
|
|
2023
Q1 | $1.22M | Buy |
52,849
+120
| +0.2% | +$2.76K | 0.08% | 174 |
|
|
2022
Q4 | $1.16M | Sell |
52,729
-17,638
| -25% | -$387K | 0.08% | 171 |
|
|
2022
Q3 | $1.41M | Sell |
70,367
-91,210
| -56% | -$1.83M | 0.1% | 150 |
|
|
2022
Q2 | $3.74M | Buy |
161,577
+117,172
| +264% | +$2.71M | 0.27% | 64 |
|
|
2022
Q1 | $1.17M | Buy |
44,405
+5,032
| +13% | +$132K | 0.08% | 190 |
|
|
2021
Q4 | $1.08M | Buy |
39,373
+11,095
| +39% | +$303K | 0.09% | 176 |
|
|
2021
Q3 | $771K | Buy |
28,278
+19,868
| +236% | +$542K | 0.07% | 204 |
|
|
2021
Q2 | $249K | Buy |
+8,410
| New | +$249K | 0.02% | 403 |
|