SWM
Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,580
| Closed | -$200K | – | 65 |
|
|
2023
Q3 | $200K | Hold |
8,580
| – | – | 0.11% | 60 |
|
|
2023
Q2 | $206K | Hold |
8,580
| – | – | 0.12% | 59 |
|
|
2023
Q1 | $202K | Buy |
+8,580
| New | +$202K | 0.12% | 54 |
|
|
2022
Q4 | – | Sell |
-10,510
| Closed | -$215K | – | 60 |
|
|
2022
Q3 | $215K | Buy |
+10,510
| New | +$215K | 0.15% | 54 |
|