WKWM
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Walter & Keenan Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Walter & Keenan Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$373K Buy
12,892
+99
+0.8% +$2.87K 0.11% 121
2025
Q1 		$331K Buy
12,793
+907
+8% +$23.5K 0.1% 124
2024
Q4 		$302K Buy
+11,886
New +$302K 0.09% 126