Hassell 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 | $6.47M | Sell |
213,635
-4,906
| -2% | -$149K | 2.37% | 11 |
|
2025
Q1 | $5.59M | Sell |
218,541
-47,285
| -18% | -$1.21M | 2.39% | 11 |
|
2024
Q4 | $6.77M | Buy |
265,826
+89
| +0% | +$2.27K | 2.73% | 12 |
|
2024
Q3 | $6.85M | Sell |
265,737
-2,207
| -0.8% | -$56.9K | 2.87% | 11 |
|
2024
Q2 | $6.86M | Sell |
267,944
-264
| -0.1% | -$6.76K | 3.07% | 11 |
|
2024
Q1 | $6.71M | Sell |
268,208
-909
| -0.3% | -$22.7K | 4.25% | 7 |
|
2023
Q4 | $6.47M | Sell |
269,117
-12,888
| -5% | -$310K | 4.35% | 7 |
|
2023
Q3 | $6.08M | Sell |
282,005
-6,195
| -2% | -$134K | 4.43% | 7 |
|
2023
Q2 | $6.91M | Sell |
288,200
-50,367
| -15% | -$1.21M | 4.74% | 7 |
|
2023
Q1 | $7.8M | Sell |
338,567
-49,825
| -13% | -$1.15M | 5.73% | 6 |
|
2022
Q4 | $8.99M | Buy |
+388,392
| New | +$8.99M | 6.73% | 6 |
|