Marietta Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-51,245
| Closed | -$968K | – | 110 |
|
|
2022
Q3 | $968K | Sell |
51,245
-50,032
| -49% | -$945K | 0.24% | 84 |
|
|
2022
Q2 | $2.17M | Hold |
101,277
| – | – | 0.52% | 71 |
|
|
2022
Q1 | $2.53M | Sell |
101,277
-1,219
| -1% | -$30.4K | 0.53% | 73 |
|
|
2021
Q4 | $2.68M | Buy |
102,496
+975
| +1% | +$25.5K | 0.54% | 68 |
|
|
2021
Q3 | $2.63M | Buy |
+101,521
| New | +$2.63M | 0.57% | 70 |
|