BAWC
Boyce & Associates Wealth Consulting’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $553K | Sell |
18,828
-619
| -3% | -$18.2K | 0.5% | 40 |
|
2025
Q1 | $510K | Sell |
19,447
-2,273
| -10% | -$59.6K | 0.51% | 38 |
|
2024
Q4 | $540K | Buy |
21,720
+175
| +0.8% | +$4.35K | 0.55% | 38 |
|
2024
Q3 | $582K | Buy |
21,545
+2,362
| +12% | +$63.8K | 0.6% | 33 |
|
2024
Q2 | $488K | Buy |
19,183
+1,936
| +11% | +$49.2K | 0.57% | 37 |
|
2024
Q1 | $439K | Buy |
17,247
+2,285
| +15% | +$58.1K | 0.57% | 33 |
|
2023
Q4 | $365K | Buy |
14,962
+4,029
| +37% | +$98.4K | 0.53% | 33 |
|
2023
Q3 | $246K | Buy |
+10,933
| New | +$246K | 0.41% | 40 |
|