IHT Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,210
| Closed | -$207K | – | 991 |
|
|
2023
Q3 | $207K | Sell |
9,210
-1,078
| -10% | -$24.3K | 0.01% | 867 |
|
|
2023
Q2 | $240K | Hold |
10,288
| – | – | 0.01% | 805 |
|
|
2023
Q1 | $237K | Sell |
10,288
-750
| -7% | -$17.3K | 0.01% | 779 |
|
|
2022
Q4 | $238K | Buy |
+11,038
| New | +$238K | 0.02% | 754 |
|