Capital 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 | – | Sell |
-37,077
| Closed | -$971K | – | 86 |
|
|
2025
Q1 | $971K | Sell |
37,077
-844
| -2% | -$22.1K | 0.27% | 48 |
|
|
2024
Q4 | $943K | Sell |
37,921
-43
| -0.1% | -$1.07K | 0.25% | 52 |
|
|
2024
Q3 | $1.03M | Buy |
37,964
+2,520
| +7% | +$68.1K | 0.29% | 44 |
|
|
2024
Q2 | $901K | Buy |
35,444
+762
| +2% | +$19.4K | 0.27% | 43 |
|
|
2024
Q1 | $882K | Buy |
34,682
+4,899
| +16% | +$125K | 0.29% | 46 |
|
|
2023
Q4 | $727K | Buy |
+29,783
| New | +$727K | 0.26% | 50 |
|