WWP
Waypoint Wealth Partners’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 | $1.17M | Buy |
30,733
+7,803
| +34% | +$297K | 0.28% | 28 |
|
|
2025
Q1 | $772K | Sell |
22,930
-32
| -0.1% | -$1.08K | 0.21% | 30 |
|
|
2024
Q4 | $761K | Buy |
22,962
+6,097
| +36% | +$202K | 0.21% | 31 |
|
|
2024
Q3 | $597K | Buy |
16,865
+933
| +6% | +$33K | 0.16% | 37 |
|
|
2024
Q2 | $533K | Buy |
15,932
+1,458
| +10% | +$48.8K | 0.16% | 36 |
|
|
2024
Q1 | $466K | Buy |
14,474
+4,340
| +43% | +$140K | 0.13% | 46 |
|
|
2023
Q4 | $320K | Hold |
10,134
| – | – | 0.1% | 62 |
|
|
2023
Q3 | $298K | Buy |
10,134
+782
| +8% | +$23K | 0.1% | 63 |
|
|
2023
Q2 | $285K | Sell |
9,352
-388
| -4% | -$11.8K | 0.1% | 56 |
|
|
2023
Q1 | $291K | Buy |
+9,740
| New | +$291K | 0.1% | 53 |
|