JWA
JFS 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 | $3.58M | Buy |
120,601
+49,326
| +69% | +$1.46M | 0.23% | 69 |
|
|
2025
Q1 | $1.89M | Buy |
71,275
+22,670
| +47% | +$600K | 0.13% | 100 |
|
|
2024
Q4 | $1.27M | Buy |
48,605
+7,616
| +19% | +$199K | 0.09% | 123 |
|
|
2024
Q3 | $1.15M | Buy |
40,989
+8,500
| +26% | +$239K | 0.08% | 139 |
|
|
2024
Q2 | $868K | Hold |
32,489
| – | – | 0.07% | 122 |
|
|
2024
Q1 | $828K | Sell |
32,489
-693
| -2% | -$17.7K | 0.07% | 127 |
|
|
2023
Q4 | $828K | Sell |
33,182
-3,591
| -10% | -$89.6K | 0.07% | 116 |
|
|
2023
Q3 | $857K | Hold |
36,773
| – | – | 0.08% | 118 |
|
|
2023
Q2 | $884K | Hold |
36,773
| – | – | 0.08% | 117 |
|
|
2023
Q1 | $867K | Sell |
36,773
-6,010
| -14% | -$142K | 0.08% | 118 |
|
|
2022
Q4 | $961K | Buy |
42,783
+39,629
| +1,256% | +$890K | 0.09% | 116 |
|
|
2022
Q3 | $64K | Buy |
3,154
+2,322
| +279% | +$47.1K | 0.01% | 344 |
|
|
2022
Q2 | $20K | Buy |
+832
| New | +$20K | ﹤0.01% | 583 |
|