PHWM
Pine Harbor 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 | – | Sell |
-8,928
| Closed | -$236K | – | 105 |
|
|
2025
Q1 | $236K | Sell |
8,928
-1,716
| -16% | -$45.4K | 0.09% | 82 |
|
|
2024
Q4 | $279K | Sell |
10,644
-3,520
| -25% | -$92.2K | 0.11% | 76 |
|
|
2024
Q3 | $399K | Sell |
14,164
-12,523
| -47% | -$353K | 0.2% | 60 |
|
|
2024
Q2 | $713K | Sell |
26,687
-3,331
| -11% | -$89K | 0.42% | 36 |
|
|
2024
Q1 | $765K | Buy |
30,018
+761
| +3% | +$19.4K | 0.48% | 35 |
|
|
2023
Q4 | $730K | Buy |
+29,257
| New | +$730K | 0.56% | 33 |
|