Leading Edge Financial Planning’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 | $912K | Sell |
31,062
-1,528
| -5% | -$44.9K | 0.25% | 28 |
|
|
2025
Q1 | $854K | Sell |
32,590
-598
| -2% | -$15.7K | 0.27% | 27 |
|
|
2024
Q4 | $825K | Sell |
33,188
-1,968
| -6% | -$48.9K | 0.27% | 27 |
|
|
2024
Q3 | $950K | Sell |
35,156
-7,756
| -18% | -$209K | 0.32% | 25 |
|
|
2024
Q2 | $1.09M | Sell |
42,912
-580
| -1% | -$14.7K | 0.44% | 24 |
|
|
2024
Q1 | $1.11M | Sell |
43,492
-82,811
| -66% | -$2.11M | 0.49% | 21 |
|
|
2023
Q4 | $3.08M | Sell |
126,303
-769,469
| -86% | -$18.8M | 1.6% | 13 |
|
|
2023
Q3 | $20.2M | Sell |
895,772
-304,788
| -25% | -$6.86M | 12.92% | 2 |
|
|
2023
Q2 | $28M | Buy |
1,200,560
+150,841
| +14% | +$3.52M | 18.31% | 1 |
|
|
2023
Q1 | $24.2M | Buy |
1,049,719
+124,118
| +13% | +$2.86M | 17.52% | 1 |
|
|
2022
Q4 | $20M | Buy |
+925,601
| New | +$20M | 17.3% | 1 |
|