TWA
TCI Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
+46,837
| New | +$1.78M | 0.12% | 66 |
|
|
2025
Q1 | – | Sell |
-12,685
| Closed | -$420K | – | 233 |
|
|
2024
Q4 | $420K | Buy |
12,685
+755
| +6% | +$25K | 0.04% | 141 |
|
|
2024
Q3 | $423K | Buy |
11,930
+4,233
| +55% | +$150K | 0.04% | 150 |
|
|
2024
Q2 | $258K | Buy |
7,697
+5
| +0.1% | +$167 | 0.02% | 190 |
|
|
2024
Q1 | $248K | Buy |
+7,692
| New | +$248K | 0.02% | 188 |
|
|
2023
Q2 | – | Sell |
-5,500
| Closed | -$164K | – | 730 |
|
|
2023
Q1 | $164K | Hold |
5,500
| – | – | 0.02% | 206 |
|
|
2022
Q4 | $155K | Buy |
+5,500
| New | +$155K | 0.02% | 201 |
|