PWM
PBMares 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 | $6.7M | Buy |
225,659
+40,129
| +22% | +$1.19M | 1.23% | 19 |
|
|
2025
Q1 | $4.91M | Buy |
185,530
+24,628
| +15% | +$652K | 0.98% | 20 |
|
|
2024
Q4 | $4.21M | Buy |
160,902
+2,854
| +2% | +$74.7K | 0.86% | 23 |
|
|
2024
Q3 | $4.45M | Buy |
158,048
+12,777
| +9% | +$360K | 0.93% | 23 |
|
|
2024
Q2 | $3.88M | Buy |
145,271
+21,322
| +17% | +$570K | 0.95% | 23 |
|
|
2024
Q1 | $3.16M | Buy |
123,949
+37,740
| +44% | +$962K | 0.82% | 25 |
|
|
2023
Q4 | $2.15M | Buy |
86,209
+16,908
| +24% | +$422K | 0.65% | 30 |
|
|
2023
Q3 | $1.62M | Buy |
69,301
+1,266
| +2% | +$29.5K | 0.58% | 31 |
|
|
2023
Q2 | $1.64M | Sell |
68,035
-1,449
| -2% | -$34.8K | 0.59% | 32 |
|
|
2023
Q1 | $1.64M | Buy |
69,484
+7,337
| +12% | +$173K | 0.61% | 28 |
|
|
2022
Q4 | $1.4M | Sell |
62,147
-29,798
| -32% | -$669K | 0.56% | 32 |
|
|
2022
Q3 | $1.88M | Buy |
91,945
+35,547
| +63% | +$726K | 0.82% | 25 |
|
|
2022
Q2 | $1.33M | Buy |
+56,398
| New | +$1.33M | 0.57% | 31 |
|