WRPWM
Werba Rubin Papier Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
45,188
+718
| +2% | +$20.8K | 0.25% | 60 |
|
|
2025
Q1 | $1.15M | Buy |
44,470
+625
| +1% | +$16.2K | 0.25% | 56 |
|
|
2024
Q4 | $1.11M | Buy |
43,845
+21
| +0% | +$533 | 0.26% | 56 |
|
|
2024
Q3 | $1.2M | Buy |
43,824
+34
| +0.1% | +$932 | 0.28% | 53 |
|
|
2024
Q2 | $1.13M | Buy |
43,790
+25
| +0.1% | +$647 | 0.31% | 52 |
|
|
2024
Q1 | $1.08M | Buy |
43,765
+5
| +0% | +$124 | 0.31% | 42 |
|
|
2023
Q4 | $1.06M | Sell |
43,760
-841
| -2% | -$20.3K | 0.36% | 33 |
|
|
2023
Q3 | $1.01M | Sell |
44,601
-2,904
| -6% | -$65.5K | 0.36% | 36 |
|
|
2023
Q2 | $1.11M | Buy |
47,505
+4,670
| +11% | +$110K | 0.39% | 32 |
|
|
2023
Q1 | $986K | Buy |
42,835
+7,097
| +20% | +$163K | 0.39% | 33 |
|
|
2022
Q4 | $784K | Buy |
+35,738
| New | +$784K | 0.32% | 33 |
|