EWP
Elevation Wealth Partners’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 | $121K | Buy |
4,078
+3
| +0.1% | +$89 | 0.05% | 155 |
|
|
2025
Q1 | $108K | Buy |
4,075
+384
| +10% | +$10.2K | 0.05% | 163 |
|
|
2024
Q4 | $96.7K | Hold |
3,691
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $104K | Hold |
3,691
| – | – | 0.04% | 159 |
|
|
2024
Q2 | $98.7K | Hold |
3,691
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $94.1K | Sell |
3,691
-1,965
| -35% | -$50.1K | 0.05% | 164 |
|
|
2023
Q4 | $132K | Hold |
5,656
| – | – | 0.08% | 128 |
|
|
2023
Q3 | $132K | Hold |
5,656
| – | – | 0.11% | 77 |
|
|
2023
Q2 | $136K | Hold |
5,656
| – | – | 0.11% | 79 |
|
|
2023
Q1 | $133K | Buy |
+5,656
| New | +$133K | 0.12% | 82 |
|