Mills Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.34M | Buy |
314,622
+39,097
| +14% | +$1.16M | 4.28% | 7 |
|
2025
Q1 | $7.29M | Buy |
275,525
+64,287
| +30% | +$1.7M | 3.87% | 7 |
|
2024
Q4 | $5.53M | Sell |
211,238
-2,770
| -1% | -$72.5K | 3.15% | 10 |
|
2024
Q3 | $6.02M | Buy |
214,008
+24,045
| +13% | +$677K | 4.15% | 8 |
|
2024
Q2 | $5.08M | Buy |
189,963
+11,974
| +7% | +$320K | 3.63% | 9 |
|
2024
Q1 | $4.54M | Buy |
177,989
+9,667
| +6% | +$246K | 3.33% | 9 |
|
2023
Q4 | $4.2M | Buy |
168,322
+4,234
| +3% | +$106K | 3.2% | 9 |
|
2023
Q3 | $3.82M | Sell |
164,088
-1,327
| -0.8% | -$30.9K | 3.06% | 9 |
|
2023
Q2 | $3.98M | Buy |
165,415
+22,773
| +16% | +$548K | 3.02% | 8 |
|
2023
Q1 | $3.36M | Buy |
142,642
+35,194
| +33% | +$830K | 2.71% | 10 |
|
2022
Q4 | $2.41M | Buy |
+107,448
| New | +$2.41M | 2.18% | 10 |
|