Carson Wealth (CWM LLC)’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 | $491K | Sell |
16,538
-1,952
| -11% | -$58K | ﹤0.01% | 1598 |
|
|
2025
Q1 | $489K | Sell |
18,490
-1,138
| -6% | -$30.1K | ﹤0.01% | 1447 |
|
|
2024
Q4 | $514K | Sell |
19,628
-23,127
| -54% | -$606K | ﹤0.01% | 1367 |
|
|
2024
Q3 | $1.2M | Sell |
42,755
-37,504
| -47% | -$1.06M | 0.01% | 915 |
|
|
2024
Q2 | $2.15M | Buy |
+80,259
| New | +$2.15M | 0.01% | 629 |
|
|
2024
Q1 | – | Sell |
-810
| Closed | -$20K | – | 4387 |
|
|
2023
Q4 | $20K | Buy |
810
+250
| +45% | +$6.17K | ﹤0.01% | 2765 |
|
|
2023
Q3 | $13K | Buy |
+560
| New | +$13K | ﹤0.01% | 2970 |
|