WMG Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $776K | Buy |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $1.99M | Buy |
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