MWM
Mattern 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 | $8.48M | Sell |
285,662
-143,263
| -33% | -$4.25M | 1.76% | 13 |
|
2025
Q1 | $11.3M | Buy |
428,925
+19,811
| +5% | +$524K | 2.51% | 12 |
|
2024
Q4 | $10.7M | Buy |
409,114
+60,759
| +17% | +$1.59M | 2.36% | 12 |
|
2024
Q3 | $9.81M | Buy |
348,355
+237,963
| +216% | +$6.7M | 2.16% | 13 |
|
2024
Q2 | $2.95M | Buy |
110,392
+18,265
| +20% | +$488K | 0.71% | 39 |
|
2024
Q1 | $2.35M | Buy |
92,127
+12,793
| +16% | +$326K | 0.57% | 51 |
|
2023
Q4 | $1.98M | Buy |
79,334
+4,922
| +7% | +$123K | 0.51% | 56 |
|
2023
Q3 | $1.73M | Buy |
+74,412
| New | +$1.73M | 0.51% | 55 |
|