SWM
Seaside 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 | $27.7M | Buy |
932,988
+26,798
| +3% | +$795K | 8.81% | 3 |
|
|
2025
Q1 | $24M | Buy |
906,190
+42,524
| +5% | +$1.13M | 8.55% | 3 |
|
|
2024
Q4 | $22.6M | Buy |
863,666
+54,173
| +7% | +$1.42M | 8.28% | 4 |
|
|
2024
Q3 | $22.8M | Buy |
809,493
+35,571
| +5% | +$1M | 8.61% | 3 |
|
|
2024
Q2 | $20.7M | Buy |
773,922
+21,841
| +3% | +$584K | 8.58% | 3 |
|
|
2024
Q1 | $19.2M | Buy |
752,081
+22,185
| +3% | +$565K | 8.18% | 4 |
|
|
2023
Q4 | $18.2M | Buy |
729,896
+39,576
| +6% | +$988K | 8.33% | 4 |
|
|
2023
Q3 | $16.1M | Buy |
690,320
+39,837
| +6% | +$929K | 8.18% | 4 |
|
|
2023
Q2 | $15.6M | Buy |
+650,483
| New | +$15.6M | 8.1% | 4 |
|