Websterrogers 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 | $340K | Hold |
11,749
| – | – | 0.11% | 60 |
|
|
2025
Q1 | $304K | Hold |
11,749
| – | – | 0.1% | 63 |
|
|
2024
Q4 | $298K | Hold |
11,749
| – | – | 0.1% | 64 |
|
|
2024
Q3 | $322K | Buy |
11,749
+510
| +5% | +$14K | 0.11% | 56 |
|
|
2024
Q2 | $291K | Sell |
11,239
-156
| -1% | -$4.04K | 0.1% | 58 |
|
|
2024
Q1 | $282K | Buy |
11,395
+1
| +0% | +$25 | 0.1% | 61 |
|
|
2023
Q4 | $275K | Sell |
11,394
-177
| -2% | -$4.27K | 0.11% | 61 |
|
|
2023
Q3 | $261K | Sell |
11,571
-515
| -4% | -$11.6K | 0.11% | 60 |
|
|
2023
Q2 | $284K | Sell |
12,086
-83
| -0.7% | -$1.95K | 0.12% | 55 |
|
|
2023
Q1 | $280K | Sell |
12,169
-16
| -0.1% | -$368 | 0.13% | 53 |
|
|
2022
Q4 | $267K | Buy |
+12,185
| New | +$267K | 0.13% | 53 |
|