IWM
Integris Wealth Management’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 | $19.3M | Buy |
650,019
+10,346
| +2% | +$307K | 5.03% | 6 |
|
|
2025
Q1 | $16.9M | Buy |
639,673
+14,481
| +2% | +$383K | 4.83% | 6 |
|
|
2024
Q4 | $16.4M | Buy |
625,192
+31,228
| +5% | +$818K | 4.62% | 6 |
|
|
2024
Q3 | $16.7M | Buy |
593,964
+14,667
| +3% | +$413K | 4.67% | 5 |
|
|
2024
Q2 | $15.5M | Sell |
579,297
-57,759
| -9% | -$1.54M | 4.47% | 5 |
|
|
2024
Q1 | $16.2M | Buy |
637,056
+51,548
| +9% | +$1.31M | 4.49% | 6 |
|
|
2023
Q4 | $14.6M | Buy |
585,508
+61,696
| +12% | +$1.54M | 4.33% | 7 |
|
|
2023
Q3 | $12.2M | Buy |
+523,812
| New | +$12.2M | 4% | 7 |
|