Steward Partners Investment Advisory’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 | $2.48M | Buy |
82,770
+18,948
| +30% | +$568K | 0.02% | 640 |
|
|
2025
Q1 | $1.73M | Sell |
63,822
-10,195
| -14% | -$276K | 0.02% | 706 |
|
|
2024
Q4 | $1.94M | Buy |
74,017
+1,277
| +2% | +$33.5K | 0.02% | 650 |
|
|
2024
Q3 | $2.07M | Sell |
72,740
-2,312
| -3% | -$65.8K | 0.02% | 611 |
|
|
2024
Q2 | $2.06M | Buy |
75,052
+6,238
| +9% | +$172K | 0.02% | 572 |
|
|
2024
Q1 | $1.79M | Buy |
68,814
+11,098
| +19% | +$288K | 0.02% | 613 |
|
|
2023
Q4 | $1.45M | Buy |
57,716
+5,161
| +10% | +$130K | 0.02% | 604 |
|
|
2023
Q3 | $1.24M | Buy |
52,555
+7,875
| +18% | +$186K | 0.02% | 605 |
|
|
2023
Q2 | $1.09M | Buy |
44,680
+3,785
| +9% | +$92.2K | 0.02% | 665 |
|
|
2023
Q1 | $956K | Buy |
40,895
+17,185
| +72% | +$402K | 0.02% | 710 |
|
|
2022
Q4 | $536K | Buy |
23,710
+22,560
| +1,962% | +$510K | 0.01% | 889 |
|
|
2022
Q3 | $24K | Buy |
+1,150
| New | +$24K | ﹤0.01% | 2134 |
|