GWA
Geometric 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 | $466K | Hold |
15,709
| – | – | 0.07% | 47 |
|
|
2025
Q1 | $416K | Hold |
15,709
| – | – | 0.07% | 50 |
|
|
2024
Q4 | $411K | Hold |
15,709
| – | – | 0.07% | 49 |
|
|
2024
Q3 | $442K | Sell |
15,709
-845
| -5% | -$23.8K | 0.08% | 43 |
|
|
2024
Q2 | $442K | Hold |
16,554
| – | – | 0.09% | 39 |
|
|
2024
Q1 | $422K | Hold |
16,554
| – | – | 0.1% | 27 |
|
|
2023
Q4 | $413K | Hold |
16,554
| – | – | 0.11% | 24 |
|
|
2023
Q3 | $386K | Sell |
16,554
-3,344
| -17% | -$77.9K | 0.12% | 23 |
|
|
2023
Q2 | $494K | Hold |
19,898
| – | – | 0.15% | 19 |
|
|
2023
Q1 | $467K | Buy |
19,898
+3,344
| +20% | +$78.4K | 0.16% | 16 |
|
|
2022
Q4 | $372K | Buy |
+16,554
| New | +$372K | 0.15% | 19 |
|
|
2022
Q3 | – | Sell |
-137,655
| Closed | -$3.24M | – | 32 |
|
|
2022
Q2 | $3.24M | Buy |
+137,655
| New | +$3.24M | 1.62% | 5 |
|