DFA
FM
DHK Financial Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-112,900
| Closed | -$3.06M | – | 100 |
|
2024
Q4 | $3.06M | Buy |
112,900
+1,844
| +2% | +$50K | 1.86% | 9 |
|
2024
Q3 | $3.06M | Sell |
111,056
-61,318
| -36% | -$1.69M | 1.87% | 11 |
|
2024
Q2 | $4.73M | Buy |
172,374
+3,932
| +2% | +$108K | 3.3% | 6 |
|
2024
Q1 | $4.83M | Buy |
168,442
+11
| +0% | +$315 | 3.42% | 6 |
|
2023
Q4 | $4.43M | Buy |
168,431
+16,438
| +11% | +$432K | 3.32% | 7 |
|
2023
Q3 | $3.94M | Buy |
151,993
+17,126
| +13% | +$444K | 3.51% | 8 |
|
2023
Q2 | $3.49M | Buy |
134,867
+10,976
| +9% | +$284K | 2.97% | 9 |
|
2023
Q1 | $3.17M | Buy |
123,891
+144
| +0.1% | +$3.69K | 3.94% | 7 |
|
2022
Q4 | $3.15M | Buy |
123,747
+567
| +0.5% | +$14.4K | 4.38% | 7 |
|
2022
Q3 | $3M | Buy |
123,180
+1,849
| +2% | +$45K | 4.92% | 6 |
|
2022
Q2 | $3.25M | Buy |
121,331
+6,989
| +6% | +$187K | 3.11% | 8 |
|
2022
Q1 | $3.72M | Buy |
114,342
+4,717
| +4% | +$153K | 3.14% | 7 |
|
2021
Q4 | $3.78M | Buy |
+109,625
| New | +$3.78M | 3.56% | 6 |
|