NWM
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Navigoe Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Navigoe Wealth Management’s Portfolio DFSE Stock Details DFSE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.32M Hold
34,734
– – 1% 23
2025
Q1 		$1.17M Sell
34,734
-1,267
-4% -$42.6K 1.01% 22
2024
Q4 		$1.19M Buy
+36,001
New +$1.19M 1.16% 17