Grand Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
121,063
+6,086
| +5% | +$181K | 1.85% | 13 |
|
|
2025
Q1 | $3.04M | Buy |
114,977
+5,974
| +5% | +$158K | 1.67% | 13 |
|
|
2024
Q4 | $2.85M | Buy |
109,003
+9,289
| +9% | +$243K | 1.59% | 15 |
|
|
2024
Q3 | $2.81M | Sell |
99,714
-22,390
| -18% | -$630K | 1.58% | 12 |
|
|
2024
Q2 | $3.26M | Sell |
122,104
-42,723
| -26% | -$1.14M | 1.94% | 11 |
|
|
2024
Q1 | $4.2M | Buy |
164,827
+2,539
| +2% | +$64.7K | 2% | 11 |
|
|
2023
Q4 | $4.05M | Sell |
162,288
-2,386
| -1% | -$59.6K | 2.2% | 9 |
|
|
2023
Q3 | $3.84M | Buy |
164,674
+538
| +0.3% | +$12.5K | 2.35% | 8 |
|
|
2023
Q2 | $3.95M | Sell |
164,136
-3,593
| -2% | -$86.4K | 2.35% | 8 |
|
|
2023
Q1 | $3.96M | Sell |
167,729
-13,080
| -7% | -$309K | 2.38% | 9 |
|
|
2022
Q4 | $4.06M | Buy |
180,809
+103,797
| +135% | +$2.33M | 2.53% | 10 |
|
|
2022
Q3 | $1.57M | Buy |
+77,012
| New | +$1.57M | 0.83% | 21 |
|