Mosaic Family Wealth Partners’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 | $31.5M | Sell |
1,061,221
-11,993
| -1% | -$356K | 4.01% | 6 |
|
|
2025
Q1 | $28.4M | Buy |
1,073,214
+59,397
| +6% | +$1.57M | 4.04% | 6 |
|
|
2024
Q4 | $26.6M | Buy |
1,013,817
+43,911
| +5% | +$1.15M | 3.83% | 7 |
|
|
2024
Q3 | $27.3M | Buy |
969,906
+46,345
| +5% | +$1.3M | 4.05% | 6 |
|
|
2024
Q2 | $24.7M | Buy |
923,561
+45,901
| +5% | +$1.23M | 3.97% | 6 |
|
|
2024
Q1 | $22.4M | Buy |
877,660
+100,473
| +13% | +$2.56M | 3.68% | 7 |
|
|
2023
Q4 | $19.4M | Sell |
777,187
-30,814
| -4% | -$769K | 3.35% | 8 |
|
|
2023
Q3 | $18.8M | Buy |
808,001
+64,097
| +9% | +$1.49M | 3.77% | 6 |
|
|
2023
Q2 | $17.9M | Buy |
743,904
+47,740
| +7% | +$1.15M | 3.52% | 6 |
|
|
2023
Q1 | $16.4M | Buy |
696,164
+460,999
| +196% | +$10.9M | 3.43% | 6 |
|
|
2022
Q4 | $5.28M | Buy |
+235,165
| New | +$5.28M | 1.49% | 10 |
|