DWM
Diversify 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 | $8.7M | Sell |
289,367
-32,374
| -10% | -$973K | 0.54% | 36 |
|
|
2025
Q1 | $8.35M | Sell |
321,741
-23,504
| -7% | -$610K | 0.62% | 30 |
|
|
2024
Q4 | $8.57M | Buy |
345,245
+6,421
| +2% | +$159K | 0.67% | 31 |
|
|
2024
Q3 | $9.1M | Buy |
338,824
+8,816
| +3% | +$237K | 0.88% | 21 |
|
|
2024
Q2 | $8.07M | Buy |
+330,008
| New | +$8.07M | 1% | 17 |
|