SPWM
Straight Path 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 | $11.5M | Buy |
388,018
+37,534
| +11% | +$1.11M | 3.91% | 7 |
|
|
2025
Q1 | $9.27M | Buy |
350,484
+33,260
| +10% | +$880K | 3.75% | 7 |
|
|
2024
Q4 | $8.31M | Buy |
317,224
+14,258
| +5% | +$373K | 3.29% | 7 |
|
|
2024
Q3 | $8.53M | Buy |
302,966
+24,194
| +9% | +$681K | 3.67% | 7 |
|
|
2024
Q2 | $7.45M | Buy |
278,772
+31,394
| +13% | +$839K | 3.83% | 6 |
|
|
2024
Q1 | $6.31M | Buy |
247,378
+23,266
| +10% | +$593K | 3.54% | 6 |
|
|
2023
Q4 | $5.59M | Buy |
224,112
+33,279
| +17% | +$831K | 3.28% | 6 |
|
|
2023
Q3 | $4.45M | Buy |
190,833
+15,672
| +9% | +$365K | 3.02% | 10 |
|
|
2023
Q2 | $4.21M | Buy |
175,161
+15,405
| +10% | +$370K | 2.89% | 10 |
|
|
2023
Q1 | $3.77M | Buy |
159,756
+20,788
| +15% | +$490K | 3% | 11 |
|
|
2022
Q4 | $3.12M | Buy |
138,968
+95,299
| +218% | +$2.14M | 2.99% | 12 |
|
|
2022
Q3 | $893K | Buy |
43,669
+21,590
| +98% | +$442K | 0.8% | 27 |
|
|
2022
Q2 | $520K | Buy |
+22,079
| New | +$520K | 0.51% | 32 |
|