Lauterbach Financial Advisors’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 | $13.5M | Sell |
458,844
-2,245
| -0.5% | -$65.9K | 7.41% | 3 |
|
|
2025
Q1 | $12.1M | Sell |
461,089
-2,941
| -0.6% | -$77.1K | 7.53% | 3 |
|
|
2024
Q4 | $11.5M | Sell |
464,030
-474
| -0.1% | -$11.8K | 7% | 3 |
|
|
2024
Q3 | $12.5M | Buy |
464,504
+1,928
| +0.4% | +$52.1K | 7.63% | 3 |
|
|
2024
Q2 | $11.6M | Sell |
462,576
-3,362
| -0.7% | -$84K | 7.61% | 3 |
|
|
2024
Q1 | $11.9M | Sell |
465,938
-18,049
| -4% | -$459K | 7.78% | 3 |
|
|
2023
Q4 | $11.8M | Sell |
483,987
-2,249
| -0.5% | -$54.9K | 8.23% | 3 |
|
|
2023
Q3 | $11M | Buy |
486,236
+2,983
| +0.6% | +$67.2K | 8.6% | 3 |
|
|
2023
Q2 | $11.3M | Buy |
483,253
+35,278
| +8% | +$822K | 8.61% | 3 |
|
|
2023
Q1 | $10.3M | Sell |
447,975
-3,364
| -0.7% | -$77.6K | 8.35% | 3 |
|
|
2022
Q4 | $9.75M | Sell |
451,339
-30,304
| -6% | -$655K | 8.69% | 4 |
|
|
2022
Q3 | $9.1M | Buy |
481,643
+9,541
| +2% | +$180K | 9.27% | 3 |
|
|
2022
Q2 | $10.1M | Buy |
472,102
+8,331
| +2% | +$179K | 9.62% | 3 |
|
|
2022
Q1 | $11.6M | Buy |
463,771
+5,454
| +1% | +$136K | 10.52% | 3 |
|
|
2021
Q4 | $12M | Buy |
+458,317
| New | +$12M | 10.57% | 3 |
|