SWA
ShankerValleau Wealth Advisors’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 | $2.47M | Sell |
83,279
-639
| -0.8% | -$19K | 0.71% | 16 |
|
|
2025
Q1 | $2.22M | Buy |
83,918
+2,191
| +3% | +$58K | 0.72% | 16 |
|
|
2024
Q4 | $2.14M | Buy |
81,727
+4,874
| +6% | +$128K | 0.69% | 17 |
|
|
2024
Q3 | $2.16M | Buy |
76,853
+4,006
| +5% | +$113K | 0.74% | 13 |
|
|
2024
Q2 | $1.95M | Sell |
72,847
-470
| -0.6% | -$12.6K | 0.83% | 13 |
|
|
2024
Q1 | $1.87M | Buy |
73,317
+1,537
| +2% | +$39.2K | 0.86% | 13 |
|
|
2023
Q4 | $1.79M | Buy |
71,780
+6,538
| +10% | +$163K | 0.91% | 13 |
|
|
2023
Q3 | $1.52M | Buy |
65,242
+4,011
| +7% | +$93.5K | 0.85% | 12 |
|
|
2023
Q2 | $1.47M | Sell |
61,231
-485
| -0.8% | -$11.7K | 0.81% | 13 |
|
|
2023
Q1 | $1.46M | Sell |
61,716
-527
| -0.8% | -$12.4K | 0.85% | 13 |
|
|
2022
Q4 | $1.4M | Buy |
+62,243
| New | +$1.4M | 0.87% | 12 |
|