ALWM
Andrews Lucia Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Sell |
143,967
-1,521
| -1% | -$44K | 2.71% | 9 |
|
|
2025
Q1 | $3.69M | Buy |
145,488
+10,548
| +8% | +$268K | 2.48% | 9 |
|
|
2024
Q4 | $3.7M | Buy |
134,940
+296
| +0.2% | +$8.11K | 2.47% | 9 |
|
|
2024
Q3 | $3.48M | Buy |
134,644
+3,355
| +3% | +$86.8K | 2.47% | 9 |
|
|
2024
Q2 | $3.25M | Hold |
131,289
| – | – | 2.27% | 10 |
|
|
2024
Q1 | $3.25M | Buy |
131,289
+8,237
| +7% | +$204K | 2.31% | 9 |
|
|
2023
Q4 | $2.97M | Buy |
123,052
+3,427
| +3% | +$82.6K | 2.29% | 9 |
|
|
2023
Q3 | $2.7M | Buy |
119,625
+3,521
| +3% | +$79.5K | 2.32% | 9 |
|
|
2023
Q2 | $2.72M | Buy |
116,104
+4,216
| +4% | +$98.9K | 2.27% | 10 |
|
|
2023
Q1 | $2.58M | Buy |
111,888
+366
| +0.3% | +$8.43K | 2.28% | 10 |
|
|
2022
Q4 | $2.45M | Buy |
111,522
+52,417
| +89% | +$1.15M | 2.28% | 9 |
|
|
2022
Q3 | $1.19M | Buy |
59,105
+19,407
| +49% | +$390K | 1.25% | 12 |
|
|
2022
Q2 | $1.04M | Sell |
39,698
-2,957
| -7% | -$77.5K | 0.98% | 11 |
|
|
2022
Q1 | $1.17M | Buy |
42,655
+172
| +0.4% | +$4.71K | 1.05% | 12 |
|
|
2021
Q4 | $1.16M | Buy |
+42,483
| New | +$1.16M | 1.05% | 11 |
|