Falcon Wealth 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 | $396K | Hold |
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|
2025
Q2 | $371K | Hold |
|
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|
2025
Q1 | $331K | Sell |
|
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|
2024
Q4 | $331K | Sell |
|
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|
2024
Q3 | $759K | Buy |
|
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|
2024
Q2 | $475K | Sell |
|
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|
2024
Q1 | $528K | Hold |
|
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|
2023
Q4 | $507K | Hold |
|
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|
2023
Q3 | $467K | Hold |
|
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|
2023
Q2 | $484K | Hold |
|
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|
2023
Q1 | $478K | Hold |
|
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|
2022
Q4 | $448K | Hold |
|
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|
2022
Q3 | $392K | Hold |
|
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|
2022
Q2 | $445K | Hold |
|
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|
2022
Q1 | $518K | Buy |
|
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|
2021
Q4 | $523K | Buy |
|