DWM
Dopkins 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 | $1.69M | Buy |
56,796
+29,589
| +109% | +$878K | 0.76% | 30 |
|
2025
Q1 | $720K | Buy |
27,207
+3,606
| +15% | +$95.4K | 0.37% | 46 |
|
2024
Q4 | $618K | Buy |
+23,601
| New | +$618K | 0.31% | 49 |
|
2024
Q3 | – | Sell |
-13,081
| Closed | -$350K | – | 72 |
|
2024
Q2 | $350K | Buy |
+13,081
| New | +$350K | 0.21% | 53 |
|