M Wealth Management LLC’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Sell
56,262
-2,073
-4% -$60K 1.5% 15
2025
Q1
$1.51M Sell
58,335
-3,516
-6% -$91K 1.41% 14
2024
Q4
$1.57M Buy
+61,851
New +$1.57M 1.43% 13