SWA
Strata Wealth Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
537,847
+61,444
| +13% | +$1.84M | 4.44% | 5 |
|
|
2025
Q1 | $12.9M | Buy |
476,403
+439,512
| +1,191% | +$11.9M | 4.01% | 6 |
|
|
2024
Q4 | $967K | Buy |
36,891
+2,820
| +8% | +$73.9K | 0.3% | 39 |
|
|
2024
Q3 | $970K | Buy |
34,071
+5,674
| +20% | +$161K | 0.31% | 35 |
|
|
2024
Q2 | $781K | Buy |
28,397
+2,861
| +11% | +$78.7K | 0.27% | 35 |
|
|
2024
Q1 | $663K | Buy |
+25,536
| New | +$663K | 0.23% | 43 |
|