BGWM
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Bridge Generations Wealth Management’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
$2.67M Sell
90,762
-20,792
-19% -$611K 1.62% 17
2025
Q1
$2.92M Sell
111,554
-7,481
-6% -$196K 1.84% 16
2024
Q4
$2.96M Buy
+119,035
New +$2.96M 1.95% 13