MWM
Modera 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 | $639K | Sell |
21,543
-274
| -1% | -$8.13K | 0.01% | 402 |
|
|
2025
Q1 | $577K | Buy |
21,817
+8,657
| +66% | +$229K | 0.01% | 406 |
|
|
2024
Q4 | $345K | Sell |
13,160
-76,456
| -85% | -$2M | ﹤0.01% | 491 |
|
|
2024
Q3 | $2.52M | Sell |
89,616
-1,032
| -1% | -$29.1K | 0.03% | 212 |
|
|
2024
Q2 | $2.42M | Sell |
90,648
-1,686
| -2% | -$45.1K | 0.04% | 204 |
|
|
2024
Q1 | $2.35M | Sell |
92,334
-888
| -1% | -$22.6K | 0.04% | 210 |
|
|
2023
Q4 | $2.33M | Sell |
93,222
-124
| -0.1% | -$3.1K | 0.04% | 210 |
|
|
2023
Q3 | $2.18M | Sell |
93,346
-143
| -0.2% | -$3.33K | 0.04% | 208 |
|
|
2023
Q2 | $2.25M | Sell |
93,489
-4,641
| -5% | -$112K | 0.04% | 212 |
|
|
2023
Q1 | $2.31M | Buy |
98,130
+122
| +0.1% | +$2.88K | 0.09% | 87 |
|
|
2022
Q4 | $2.2M | Buy |
+98,008
| New | +$2.2M | 0.09% | 88 |
|