FMB Wealth Management’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 | $12M | Buy |
408,588
+36,662
| +10% | +$1.08M | 5.71% | 5 |
|
|
2025
Q1 | $9.74M | Buy |
371,926
+60,059
| +19% | +$1.57M | 5.39% | 5 |
|
|
2024
Q4 | $7.75M | Buy |
311,867
+58,729
| +23% | +$1.46M | 4.37% | 7 |
|
|
2024
Q3 | $6.84M | Buy |
253,138
+21,439
| +9% | +$579K | 3.86% | 7 |
|
|
2024
Q2 | $5.89M | Buy |
231,699
+30,386
| +15% | +$772K | 4.48% | 5 |
|
|
2024
Q1 | $5.12M | Buy |
201,313
+22,306
| +12% | +$567K | 4.09% | 6 |
|
|
2023
Q4 | $4.37M | Buy |
179,007
+21,884
| +14% | +$534K | 3.99% | 8 |
|
|
2023
Q3 | $3.54M | Buy |
157,123
+20,307
| +15% | +$457K | 3.8% | 10 |
|
|
2023
Q2 | $3.19M | Buy |
136,816
+4,794
| +4% | +$112K | 3.39% | 11 |
|
|
2023
Q1 | $3.04M | Buy |
132,022
+18,593
| +16% | +$429K | 3.63% | 11 |
|
|
2022
Q4 | $2.45M | Buy |
+113,429
| New | +$2.45M | 3.15% | 12 |
|