EWM
Evercore Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,116
| Closed | -$380K | – | 426 |
|
|
2024
Q3 | $380K | Hold |
6,116
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $360K | Hold |
6,116
| – | – | 0.01% | 318 |
|
|
2024
Q1 | $348K | Hold |
6,116
| – | – | 0.01% | 320 |
|
|
2023
Q4 | $317K | Hold |
6,116
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $285K | Hold |
6,116
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $295K | Hold |
6,116
| – | – | 0.01% | 333 |
|
|
2023
Q1 | $272K | Hold |
6,116
| – | – | 0.01% | 343 |
|
|
2022
Q4 | $254K | Sell |
6,116
-683
| -10% | -$28.4K | 0.01% | 344 |
|
|
2022
Q3 | $264K | Hold |
6,799
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $277K | Hold |
6,799
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $333K | Hold |
6,799
| – | – | 0.01% | 337 |
|
|
2021
Q4 | $352K | Hold |
6,799
| – | – | 0.01% | 330 |
|
|
2021
Q3 | $321K | Buy |
+6,799
| New | +$321K | 0.01% | 351 |
|