Schwarz Dygos Wheeler Investment Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,991
| Closed | -$424K | – | 147 |
|
|
2023
Q4 | $424K | Buy |
16,991
+1,878
| +12% | +$46.9K | 0.13% | 99 |
|
|
2023
Q3 | $352K | Buy |
15,113
+3,300
| +28% | +$76.9K | 0.12% | 103 |
|
|
2023
Q2 | $284K | Buy |
11,813
+60
| +0.5% | +$1.44K | 0.09% | 114 |
|
|
2023
Q1 | $277K | Sell |
11,753
-180
| -2% | -$4.25K | 0.1% | 110 |
|
|
2022
Q4 | $268K | Buy |
+11,933
| New | +$268K | 0.11% | 104 |
|