PWM
PBMares Wealth Management’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
168,304
-7,720
| -4% | -$232K | 0.92% | 23 |
|
|
2025
Q1 | $4.76M | Buy |
176,024
+4,851
| +3% | +$131K | 0.95% | 23 |
|
|
2024
Q4 | $4.49M | Buy |
171,173
+12,174
| +8% | +$319K | 0.92% | 22 |
|
|
2024
Q3 | $4.53M | Buy |
158,999
+8,392
| +6% | +$239K | 0.95% | 22 |
|
|
2024
Q2 | $4.14M | Buy |
150,607
+20,447
| +16% | +$562K | 1.02% | 20 |
|
|
2024
Q1 | $3.38M | Buy |
130,160
+12,600
| +11% | +$327K | 0.88% | 23 |
|
|
2023
Q4 | $2.96M | Buy |
117,560
+42,632
| +57% | +$1.07M | 0.89% | 22 |
|
|
2023
Q3 | $1.77M | Buy |
74,928
+10,232
| +16% | +$242K | 0.64% | 26 |
|
|
2023
Q2 | $1.58M | Buy |
64,696
+9,215
| +17% | +$225K | 0.56% | 33 |
|
|
2023
Q1 | $1.3M | Buy |
55,481
+5,342
| +11% | +$125K | 0.48% | 38 |
|
|
2022
Q4 | $1.13M | Buy |
50,139
+34,965
| +230% | +$791K | 0.46% | 42 |
|
|
2022
Q3 | $312K | Buy |
+15,174
| New | +$312K | 0.14% | 123 |
|