NWM
Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
115,276
+2,257
| +2% | +$65.3K | 0.6% | 37 |
|
|
2025
Q1 | $2.93M | Sell |
113,019
-2,022
| -2% | -$52.4K | 0.58% | 37 |
|
|
2024
Q4 | $2.92M | Buy |
115,041
+803
| +0.7% | +$20.4K | 0.62% | 38 |
|
|
2024
Q3 | $3.13M | Buy |
114,238
+17,332
| +18% | +$475K | 0.73% | 36 |
|
|
2024
Q2 | $2.51M | Buy |
96,906
+25,243
| +35% | +$653K | 0.65% | 39 |
|
|
2024
Q1 | $1.77M | Buy |
71,663
+40,170
| +128% | +$993K | 0.49% | 43 |
|
|
2023
Q4 | $759K | Buy |
+31,493
| New | +$759K | 0.23% | 74 |
|