LWM
Liberty 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 | $6.88M | Sell |
231,700
-13,688
| -6% | -$406K | 1.08% | 27 |
|
|
2025
Q1 | $6.49M | Buy |
245,388
+430
| +0.2% | +$11.4K | 1.24% | 25 |
|
|
2024
Q4 | $6.41M | Buy |
244,958
+2,522
| +1% | +$66K | 1.07% | 25 |
|
|
2024
Q3 | $6.83M | Sell |
242,436
-186,701
| -44% | -$5.26M | 1.16% | 24 |
|
|
2024
Q2 | $6.3M | Buy |
429,137
+192,975
| +82% | +$2.83M | 1.15% | 25 |
|
|
2024
Q1 | $6.02M | Sell |
236,162
-30
| -0% | -$765 | 1.17% | 23 |
|
|
2023
Q4 | $5.9M | Sell |
236,192
-1,042
| -0.4% | -$26K | 1.26% | 23 |
|
|
2023
Q3 | $5.53M | Buy |
237,234
+2,173
| +0.9% | +$50.7K | 1.38% | 19 |
|
|
2023
Q2 | $5.65M | Sell |
235,061
-34,649
| -13% | -$833K | 1.4% | 23 |
|
|
2023
Q1 | $6.35M | Buy |
+269,710
| New | +$6.35M | 1.31% | 20 |
|
|
2022
Q3 | $8.6M | Buy |
+420,530
| New | +$8.6M | 2.29% | 13 |
|