LWM
LJI Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
23,617
+240
| +1% | +$7.05K | 0.12% | 69 |
|
|
2025
Q1 | $612K | Sell |
23,377
-47
| -0.2% | -$1.23K | 0.12% | 73 |
|
|
2024
Q4 | $582K | Buy |
23,424
+176
| +0.8% | +$4.38K | 0.11% | 77 |
|
|
2024
Q3 | $628K | Buy |
23,248
+130
| +0.6% | +$3.51K | 0.13% | 84 |
|
|
2024
Q2 | $588K | Buy |
23,118
+216
| +0.9% | +$5.49K | 0.13% | 85 |
|
|
2024
Q1 | $583K | Sell |
22,902
-2
| -0% | -$51 | 0.15% | 71 |
|
|
2023
Q4 | $559K | Buy |
22,904
+147
| +0.6% | +$3.59K | 0.14% | 80 |
|
|
2023
Q3 | $512K | Sell |
22,757
-146,168
| -87% | -$3.29M | 0.15% | 74 |
|
|
2023
Q2 | $530K | Buy |
168,925
+146,403
| +650% | +$459K | 0.15% | 71 |
|
|
2023
Q1 | $519K | Buy |
22,522
+129
| +0.6% | +$2.98K | 0.16% | 67 |
|
|
2022
Q4 | $484K | Buy |
+22,393
| New | +$484K | 0.17% | 67 |
|