MRWM
ML&R Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.7M | Sell |
149,621
-23,971
| -14% | -$593K | 0.85% | 12 |
|
|
2023
Q4 | $4.19M | Buy |
173,592
+35,879
| +26% | +$865K | 0.95% | 12 |
|
|
2023
Q3 | $3.11M | Buy |
137,713
+23,760
| +21% | +$536K | 0.81% | 13 |
|
|
2023
Q2 | $2.67M | Buy |
113,953
+11,354
| +11% | +$266K | 0.59% | 24 |
|
|
2023
Q1 | $2.36M | Buy |
102,599
+13,958
| +16% | +$321K | 0.63% | 15 |
|
|
2022
Q4 | $1.95M | Buy |
88,641
+22,661
| +34% | +$497K | 0.58% | 17 |
|
|
2022
Q3 | $1.33M | Buy |
65,980
+28,525
| +76% | +$573K | 0.45% | 18 |
|
|
2022
Q2 | $867K | Buy |
37,455
+6,306
| +20% | +$146K | 0.39% | 20 |
|
|
2022
Q1 | $817K | Buy |
31,149
+6,615
| +27% | +$174K | 0.3% | 19 |
|
|
2021
Q4 | $671K | Buy |
+24,534
| New | +$671K | 0.25% | 21 |
|