West 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 | $28.4M | Buy |
982,286
+28,918
| +3% | +$837K | 4.95% | 6 |
|
|
2025
Q1 | $24.7M | Buy |
953,368
+26,040
| +3% | +$674K | 4.69% | 6 |
|
|
2024
Q4 | $23.5M | Buy |
927,328
+15,989
| +2% | +$406K | 4.54% | 7 |
|
|
2024
Q3 | $25M | Buy |
911,339
+12,620
| +1% | +$346K | 4.82% | 5 |
|
|
2024
Q2 | $23.2M | Buy |
898,719
+24,227
| +3% | +$627K | 4.83% | 5 |
|
|
2024
Q1 | $21.6M | Buy |
874,492
+13,492
| +2% | +$334K | 4.64% | 5 |
|
|
2023
Q4 | $20.8M | Buy |
861,000
+6,595
| +0.8% | +$159K | 4.73% | 5 |
|
|
2023
Q3 | $19.3M | Buy |
854,405
+21,714
| +3% | +$490K | 4.84% | 5 |
|
|
2023
Q2 | $19.5M | Buy |
832,691
+303,666
| +57% | +$7.12M | 4.81% | 5 |
|
|
2023
Q1 | $12.2M | Buy |
529,025
+88,149
| +20% | +$2.03M | 3.19% | 9 |
|
|
2022
Q4 | $9.68M | Sell |
440,876
-230,601
| -34% | -$5.06M | 2.7% | 11 |
|
|
2022
Q3 | $13.5M | Buy |
671,477
+72,934
| +12% | +$1.47M | 4.04% | 8 |
|
|
2022
Q2 | $13.9M | Buy |
598,543
+584,785
| +4,251% | +$13.5M | 4.03% | 8 |
|
|
2022
Q1 | $361K | Buy |
+13,758
| New | +$361K | 0.1% | 44 |
|