JWM
JGP 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 | $10.1M | Sell |
341,470
-3,020
| -0.9% | -$89.6K | 1.23% | 26 |
|
|
2025
Q1 | $9.12M | Sell |
344,490
-38,048
| -10% | -$1.01M | 1.2% | 27 |
|
|
2024
Q4 | $10M | Buy |
382,538
+1,958
| +0.5% | +$51.3K | 1.3% | 29 |
|
|
2024
Q3 | $10.7M | Buy |
380,580
+8,175
| +2% | +$230K | 1.38% | 27 |
|
|
2024
Q2 | $9.95M | Buy |
372,405
+5,083
| +1% | +$136K | 1.42% | 25 |
|
|
2024
Q1 | $9.36M | Sell |
367,322
-318
| -0.1% | -$8.11K | 1.36% | 29 |
|
|
2023
Q4 | $9.18M | Buy |
367,640
+12,075
| +3% | +$301K | 1.36% | 31 |
|
|
2023
Q3 | $8.29M | Buy |
+355,565
| New | +$8.29M | 1.39% | 30 |
|