ALWM
Andrews Lucia Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
20,166
+4,675
| +30% | +$139K | 0.39% | 21 |
|
|
2025
Q1 | $406K | Buy |
15,491
+59
| +0.4% | +$1.55K | 0.27% | 22 |
|
|
2024
Q4 | $434K | Buy |
15,432
+1,150
| +8% | +$32.4K | 0.29% | 21 |
|
|
2024
Q3 | $382K | Buy |
14,282
+980
| +7% | +$26.2K | 0.27% | 21 |
|
|
2024
Q2 | $339K | Hold |
13,302
| – | – | 0.24% | 23 |
|
|
2024
Q1 | $339K | Hold |
13,302
| – | – | 0.24% | 22 |
|
|
2023
Q4 | $332K | Buy |
13,302
+2,300
| +21% | +$57.4K | 0.26% | 22 |
|
|
2023
Q3 | $256K | Hold |
11,002
| – | – | 0.22% | 24 |
|
|
2023
Q2 | $265K | Sell |
11,002
-362
| -3% | -$8.71K | 0.22% | 24 |
|
|
2023
Q1 | $268K | Hold |
11,364
| – | – | 0.24% | 24 |
|
|
2022
Q4 | $255K | Buy |
+11,364
| New | +$255K | 0.24% | 23 |
|