Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52K | Sell |
2,127
-4,469
| -68% | -$109K | 0.04% | 209 |
|
|
2024
Q3 | $178K | Sell |
6,596
-738
| -10% | -$19.9K | 0.05% | 261 |
|
|
2024
Q2 | $186K | Buy |
7,334
+3,674
| +100% | +$93.2K | 0.05% | 252 |
|
|
2024
Q1 | $93.1K | Buy |
3,660
+135
| +4% | +$3.43K | 0.03% | 356 |
|
|
2023
Q4 | $86K | Sell |
3,525
-35,346
| -91% | -$862K | 0.03% | 359 |
|
|
2023
Q3 | $875K | Buy |
+38,871
| New | +$875K | 0.32% | 67 |
|
|
2023
Q1 | $147K | Buy |
+6,385
| New | +$147K | 0.06% | 236 |
|