Sterling Financial Planning’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 | $5.57M | Buy |
185,640
+9,971
| +6% | +$299K | 1.86% | 15 |
|
|
2025
Q1 | $4.75M | Buy |
175,669
+21,030
| +14% | +$569K | 1.72% | 17 |
|
|
2024
Q4 | $4.05M | Buy |
154,639
+2,386
| +2% | +$62.5K | 1.49% | 21 |
|
|
2024
Q3 | $4.33M | Buy |
152,253
+18,470
| +14% | +$526K | 1.6% | 19 |
|
|
2024
Q2 | $3.68M | Buy |
133,783
+16,178
| +14% | +$445K | 1.49% | 19 |
|
|
2024
Q1 | $3.05M | Buy |
117,605
+15,378
| +15% | +$399K | 1.24% | 24 |
|
|
2023
Q4 | $2.58M | Buy |
102,227
+21,998
| +27% | +$554K | 1.12% | 28 |
|
|
2023
Q3 | $1.9M | Buy |
80,229
+6,790
| +9% | +$161K | 0.97% | 32 |
|
|
2023
Q2 | $1.79M | Buy |
73,439
+15,744
| +27% | +$384K | 0.89% | 33 |
|
|
2023
Q1 | $1.35M | Buy |
57,695
+18,149
| +46% | +$424K | 0.73% | 37 |
|
|
2022
Q4 | $894K | Buy |
39,546
+11,154
| +39% | +$252K | 0.53% | 43 |
|
|
2022
Q3 | $583K | Buy |
+28,392
| New | +$583K | 0.41% | 48 |
|