LWM
Lakeridge 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
Q1 | – | Sell |
-7,747
| Closed | -$203K | – | 155 |
|
|
2024
Q4 | $203K | Sell |
7,747
-3,804
| -33% | -$99.6K | 0.1% | 146 |
|
|
2024
Q3 | $325K | Sell |
11,551
-1,926
| -14% | -$54.2K | 0.18% | 106 |
|
|
2024
Q2 | $360K | Sell |
13,477
-275
| -2% | -$7.35K | 0.22% | 96 |
|
|
2024
Q1 | $351K | Sell |
13,752
-197
| -1% | -$5.02K | 0.23% | 87 |
|
|
2023
Q4 | $348K | Buy |
+13,949
| New | +$348K | 0.25% | 81 |
|