Elevate Wealth Advisory’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Hold |
3,507
| – | – | 0.07% | 85 |
|
|
2025
Q1 | $94.9K | Sell |
3,507
-3,201
| -48% | -$86.6K | 0.07% | 85 |
|
|
2024
Q4 | $176K | Hold |
6,708
| – | – | 0.13% | 69 |
|
|
2024
Q3 | $191K | Buy |
6,708
+43
| +0.6% | +$1.22K | 0.14% | 72 |
|
|
2024
Q2 | $183K | Hold |
6,665
| – | – | 0.15% | 66 |
|
|
2024
Q1 | $173K | Sell |
6,665
-1,601
| -19% | -$41.6K | 0.15% | 61 |
|
|
2023
Q4 | $208K | Buy |
+8,266
| New | +$208K | 0.19% | 59 |
|