MWM
Merriman Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.47M | Buy |
285,830
+12,463
| +5% | +$413K | 0.39% | 33 |
|
|
2024
Q3 | $9.68M | Buy |
273,367
+6,256
| +2% | +$222K | 0.39% | 31 |
|
|
2024
Q2 | $8.94M | Buy |
267,111
+15,347
| +6% | +$514K | 0.39% | 31 |
|
|
2024
Q1 | $8.11M | Buy |
251,764
+16,478
| +7% | +$531K | 0.36% | 31 |
|
|
2023
Q4 | $7.44M | Buy |
235,286
+20,895
| +10% | +$661K | 0.36% | 29 |
|
|
2023
Q3 | $6.3M | Buy |
214,391
+11,176
| +5% | +$328K | 0.33% | 35 |
|
|
2023
Q2 | $6.19M | Buy |
203,215
+5,302
| +3% | +$161K | 0.3% | 45 |
|
|
2023
Q1 | $5.92M | Buy |
197,913
+30,720
| +18% | +$918K | 0.3% | 41 |
|
|
2022
Q4 | $4.71M | Buy |
+167,193
| New | +$4.71M | 0.24% | 51 |
|