MWA
Monograph Wealth Advisors’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 | $22.5M | Buy |
756,742
+177,330
| +31% | +$5.26M | 2.77% | 8 |
|
|
2025
Q1 | $15.3M | Sell |
579,412
-104,609
| -15% | -$2.77M | 2.09% | 9 |
|
|
2024
Q4 | $17.9M | Sell |
684,021
-111,418
| -14% | -$2.92M | 2.37% | 8 |
|
|
2024
Q3 | $22.4M | Buy |
795,439
+38,997
| +5% | +$1.1M | 2.91% | 8 |
|
|
2024
Q2 | $20.2M | Buy |
756,442
+203,268
| +37% | +$5.43M | 2.95% | 6 |
|
|
2024
Q1 | $14.1M | Buy |
553,174
+65,085
| +13% | +$1.66M | 2.07% | 8 |
|
|
2023
Q4 | $12.2M | Sell |
488,089
-2,906
| -0.6% | -$72.5K | 2.19% | 8 |
|
|
2023
Q3 | $11.4M | Buy |
490,995
+35,445
| +8% | +$826K | 2.26% | 7 |
|
|
2023
Q2 | $11M | Buy |
455,550
+26,669
| +6% | +$641K | 2.35% | 7 |
|
|
2023
Q1 | $10.1M | Buy |
428,881
+246,700
| +135% | +$5.82M | 2.37% | 8 |
|
|
2022
Q4 | $4.09M | Buy |
182,181
+3,555
| +2% | +$79.8K | 1.08% | 12 |
|
|
2022
Q3 | $3.65M | Buy |
+178,626
| New | +$3.65M | 1.2% | 11 |
|