Kerntke Otto McGlone Wealth Management Group’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 | $632K | Sell |
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|
2025
Q2 | $623K | Sell |
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|
2025
Q1 | $579K | Sell |
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|
2024
Q4 | $575K | Buy |
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|
2024
Q3 | $618K | Sell |
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|
2024
Q2 | $692K | Buy |
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|
2024
Q1 | $691K | Buy |
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $478K | Buy |
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