Essential 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 | $263K | Buy |
8,956
+6
| +0.1% | +$176 | 0.1% | 74 |
|
|
2025
Q1 | $234K | Sell |
8,950
-572,450
| -98% | -$15M | 0.09% | 75 |
|
|
2024
Q4 | $15.1M | Buy |
581,400
+572,456
| +6,400% | +$14.8M | 0.1% | 66 |
|
|
2024
Q3 | $242K | Buy |
8,944
+3
| +0% | +$81 | 0.1% | 74 |
|
|
2024
Q2 | $227K | Buy |
8,941
+5
| +0.1% | +$127 | 0.1% | 64 |
|
|
2024
Q1 | $218K | Hold |
8,936
| – | – | 0.11% | 60 |
|
|
2023
Q4 | $218K | Buy |
8,936
+1,510
| +20% | +$36.9K | 0.11% | 59 |
|
|
2023
Q3 | $210K | Sell |
7,426
-4,410
| -37% | -$125K | 0.12% | 56 |
|
|
2023
Q2 | $276K | Sell |
11,836
-4,125
| -26% | -$96.2K | 0.16% | 44 |
|
|
2023
Q1 | $271K | Buy |
15,961
+1,094
| +7% | +$18.6K | 0.16% | 44 |
|
|
2022
Q4 | $257K | Hold |
14,867
| – | – | 0.2% | 38 |
|
|
2022
Q3 | $281K | Buy |
+14,867
| New | +$281K | 1.62% | 15 |
|