Essential Planning’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Buy |
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|
2025
Q2 | $263K | Buy |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $15.1M | Buy |
|
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|
2024
Q3 | $242K | Buy |
|
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|
2024
Q2 | $227K | Buy |
|
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $218K | Buy |
|
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $281K | Buy |
|