EP Wealth Advisors’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 | $4.88M | Sell |
164,283
-45,836
| -22% | -$1.36M | 0.03% | 267 |
|
|
2025
Q1 | $5.56M | Buy |
210,119
+20,683
| +11% | +$547K | 0.04% | 210 |
|
|
2024
Q4 | $4.96M | Buy |
189,436
+163,975
| +644% | +$4.29M | 0.04% | 219 |
|
|
2024
Q3 | $717K | Sell |
25,461
-510
| -2% | -$14.4K | 0.01% | 583 |
|
|
2024
Q2 | $694K | Buy |
25,971
+82
| +0.3% | +$2.19K | 0.01% | 469 |
|
|
2024
Q1 | $660K | Sell |
25,889
-3,645
| -12% | -$92.9K | 0.01% | 456 |
|
|
2023
Q4 | $737K | Buy |
29,534
+12,016
| +69% | +$300K | 0.01% | 419 |
|
|
2023
Q3 | $408K | Buy |
17,518
+7,768
| +80% | +$181K | 0.01% | 497 |
|
|
2023
Q2 | $575K | Hold |
9,750
| – | – | 0.01% | 438 |
|
|
2023
Q1 | $414K | Buy |
+9,750
| New | +$414K | 0.01% | 431 |
|