Life Planning Partners’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 | $1.37M | Buy |
46,761
+6
| +0% | +$176 | 1.09% | 24 |
|
|
2025
Q1 | $1.22M | Buy |
46,755
+454
| +1% | +$11.9K | 1.11% | 22 |
|
|
2024
Q4 | $1.15M | Hold |
46,301
| – | – | 1.06% | 24 |
|
|
2024
Q3 | $1.25M | Sell |
46,301
-300
| -0.6% | -$8.1K | 1.12% | 22 |
|
|
2024
Q2 | $1.18M | Hold |
46,601
| – | – | 1.08% | 22 |
|
|
2024
Q1 | $1.19M | Hold |
46,601
| – | – | 1.18% | 23 |
|
|
2023
Q4 | $1.14M | Buy |
+46,601
| New | +$1.14M | 1.12% | 23 |
|
|
2022
Q3 | $880K | Hold |
46,601
| – | – | 1.01% | 23 |
|
|
2022
Q2 | $1M | Sell |
46,601
-572
| -1% | -$12.3K | 1.12% | 23 |
|
|
2022
Q1 | $1.18M | Hold |
47,173
| – | – | 1.2% | 22 |
|
|
2021
Q4 | $1.23M | Buy |
+47,173
| New | +$1.23M | 1.24% | 20 |
|