Delap Wealth Advisory’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
350,705
-12,714
| -3% | -$377K | 5% | 7 |
|
|
2025
Q1 | $9.62M | Buy |
363,419
+60,553
| +20% | +$1.6M | 5.36% | 8 |
|
|
2024
Q4 | $7.93M | Buy |
302,866
+14,841
| +5% | +$389K | 4.74% | 6 |
|
|
2024
Q3 | $8.11M | Sell |
288,025
-243,508
| -46% | -$6.85M | 5.13% | 5 |
|
|
2024
Q2 | $14.2M | Buy |
531,533
+274,946
| +107% | +$7.35M | 6.54% | 4 |
|
|
2024
Q1 | $6.54M | Buy |
256,587
+22,799
| +10% | +$581K | 2.64% | 7 |
|
|
2023
Q4 | $5.84M | Buy |
233,788
+196,808
| +532% | +$4.91M | 2.64% | 11 |
|
|
2023
Q3 | $862K | Sell |
36,980
-978
| -3% | -$22.8K | 0.83% | 21 |
|
|
2023
Q2 | $913K | Sell |
37,958
-42,784
| -53% | -$1.03M | 0.9% | 19 |
|
|
2023
Q1 | $1.9M | Buy |
80,742
+171
| +0.2% | +$4.03K | 1.95% | 15 |
|
|
2022
Q4 | $1.81M | Buy |
+80,571
| New | +$1.81M | 1.89% | 16 |
|