DWP
Destiny Wealth Partners’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 | $22.2M | Buy |
755,020
+356,319
| +89% | +$10.5M | 2.98% | 6 |
|
|
2025
Q1 | $10.4M | Sell |
398,701
-338,103
| -46% | -$8.86M | 1.66% | 17 |
|
|
2024
Q4 | $18.3M | Buy |
736,804
+22,043
| +3% | +$548K | 2.99% | 5 |
|
|
2024
Q3 | $19.3M | Buy |
714,761
+4,199
| +0.6% | +$113K | 3.39% | 5 |
|
|
2024
Q2 | $18.1M | Sell |
710,562
-47,343
| -6% | -$1.2M | 3.25% | 5 |
|
|
2024
Q1 | $19.3M | Sell |
757,905
-71,607
| -9% | -$1.82M | 3.46% | 2 |
|
|
2023
Q4 | $19.9M | Sell |
829,512
-114,372
| -12% | -$2.75M | 3.75% | 2 |
|
|
2023
Q3 | $21.3M | Sell |
943,884
-17,321
| -2% | -$390K | 4.29% | 1 |
|
|
2023
Q2 | $23M | Buy |
961,205
+210,584
| +28% | +$5.04M | 4.4% | 2 |
|
|
2023
Q1 | $17.3M | Buy |
+750,621
| New | +$17.3M | 3.58% | 2 |
|