Wescott Financial Advisory Group’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 | $13.4M | Buy |
463,229
+7,545
| +2% | +$218K | 1.28% | 17 |
|
|
2025
Q1 | $11.8M | Sell |
455,684
-2,486
| -0.5% | -$64.4K | 1.22% | 19 |
|
|
2024
Q4 | $11.6M | Buy |
458,170
+2,638
| +0.6% | +$66.9K | 1.2% | 19 |
|
|
2024
Q3 | $12.5M | Buy |
455,532
+8,414
| +2% | +$231K | 1.34% | 18 |
|
|
2024
Q2 | $11.6M | Buy |
447,118
+95,091
| +27% | +$2.46M | 1.34% | 16 |
|
|
2024
Q1 | $8.7M | Buy |
352,027
+60,280
| +21% | +$1.49M | 1.08% | 18 |
|
|
2023
Q4 | $7.03M | Buy |
291,747
+11,651
| +4% | +$281K | 0.99% | 17 |
|
|
2023
Q3 | $6.32M | Buy |
280,096
+22,693
| +9% | +$512K | 1.16% | 18 |
|
|
2023
Q2 | $6.04M | Buy |
257,403
+76,529
| +42% | +$1.8M | 1.07% | 19 |
|
|
2023
Q1 | $4.16M | Buy |
180,874
+50,715
| +39% | +$1.17M | 0.9% | 26 |
|
|
2022
Q4 | $2.86M | Buy |
130,159
+92,880
| +249% | +$2.04M | 0.62% | 35 |
|
|
2022
Q3 | $749K | Buy |
37,279
+15,509
| +71% | +$312K | 0.21% | 65 |
|
|
2022
Q2 | $504K | Buy |
+21,770
| New | +$504K | 0.14% | 78 |
|