Brewster Financial Planning’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Hold |
25,469
| – | – | 0.5% | 13 |
|
|
2025
Q1 | $667K | Buy |
25,469
+264
| +1% | +$6.92K | 0.49% | 13 |
|
|
2024
Q4 | $627K | Sell |
25,205
-846
| -3% | -$21K | 0.47% | 15 |
|
|
2024
Q3 | $704K | Hold |
26,051
| – | – | 0.55% | 10 |
|
|
2024
Q2 | $662K | Hold |
26,051
| – | – | 0.56% | 10 |
|
|
2024
Q1 | $663K | Hold |
26,051
| – | – | 0.57% | 10 |
|
|
2023
Q4 | $636K | Buy |
26,051
+125
| +0.5% | +$3.05K | 0.58% | 10 |
|
|
2023
Q3 | $584K | Buy |
25,926
+260
| +1% | +$5.86K | 0.58% | 10 |
|
|
2023
Q2 | $598K | Buy |
25,666
+364
| +1% | +$8.49K | 0.58% | 10 |
|
|
2023
Q1 | $583K | Buy |
25,302
+525
| +2% | +$12.1K | 0.59% | 9 |
|
|
2022
Q4 | $535K | Hold |
24,777
| – | – | 0.57% | 9 |
|
|
2022
Q3 | $468K | Hold |
24,777
| – | – | 0.55% | 9 |
|
|
2022
Q2 | $531K | Buy |
24,777
+242
| +1% | +$5.19K | 0.59% | 9 |
|
|
2022
Q1 | $612K | Buy |
24,535
+227
| +0.9% | +$5.66K | 0.59% | 8 |
|
|
2021
Q4 | $635K | Buy |
+24,308
| New | +$635K | 0.58% | 8 |
|