MB Generational Wealth’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
Q1 | $253K | Buy |
9,643
+552
| +6% | +$14.5K | 0.19% | 42 |
|
|
2024
Q4 | $226K | Buy |
9,091
+141
| +2% | +$3.51K | 0.17% | 47 |
|
|
2024
Q3 | $242K | Hold |
8,950
| – | – | 0.17% | 51 |
|
|
2024
Q2 | $228K | Hold |
8,950
| – | – | 0.18% | 50 |
|
|
2024
Q1 | $228K | Sell |
8,950
-205
| -2% | -$5.22K | 0.18% | 47 |
|
|
2023
Q4 | $224K | Buy |
+9,155
| New | +$224K | 0.21% | 45 |
|