Chico Wealth RIA’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 | $266K | Hold |
9,052
| – | – | 0.21% | 26 |
|
|
2025
Q1 | $237K | Hold |
9,052
| – | – | 0.21% | 24 |
|
|
2024
Q4 | $225K | Buy |
9,052
+793
| +10% | +$19.7K | 0.2% | 25 |
|
|
2024
Q3 | $223K | Buy |
+8,259
| New | +$223K | 0.19% | 28 |
|
|
2023
Q4 | – | Sell |
-10,210
| Closed | -$230K | – | 35 |
|
|
2023
Q3 | $230K | Sell |
10,210
-15,984
| -61% | -$360K | 0.28% | 24 |
|
|
2023
Q2 | $611K | Hold |
26,194
| – | – | 0.73% | 12 |
|
|
2023
Q1 | $604K | Hold |
26,194
| – | – | 0.78% | 12 |
|
|
2022
Q4 | $566K | Buy |
26,194
+2,236
| +9% | +$48.3K | 0.63% | 13 |
|
|
2022
Q3 | $453K | Buy |
+23,958
| New | +$453K | 0.53% | 16 |
|