Schwarz Dygos Wheeler Investment Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
82,305
+504
| +0.6% | +$15.1K | 0.56% | 41 |
|
|
2025
Q1 | $2.21M | Buy |
81,801
+5,025
| +7% | +$136K | 0.52% | 45 |
|
|
2024
Q4 | $2.01M | Buy |
76,776
+394
| +0.5% | +$10.3K | 0.49% | 43 |
|
|
2024
Q3 | $2.17M | Buy |
76,382
+6,798
| +10% | +$193K | 0.54% | 43 |
|
|
2024
Q2 | $1.91M | Buy |
69,584
+563
| +0.8% | +$15.5K | 0.51% | 41 |
|
|
2024
Q1 | $1.79M | Buy |
69,021
+13,709
| +25% | +$356K | 0.5% | 45 |
|
|
2023
Q4 | $1.39M | Buy |
55,312
+20,352
| +58% | +$513K | 0.43% | 48 |
|
|
2023
Q3 | $828K | Hold |
34,960
| – | – | 0.28% | 59 |
|
|
2023
Q2 | $852K | Buy |
+34,960
| New | +$852K | 0.28% | 58 |
|