Melfa 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.93M | Sell |
65,802
-1,129
| -2% | -$33.2K | 1.22% | 20 |
|
2025
Q1 | $1.75M | Sell |
66,931
-862
| -1% | -$22.6K | 1.18% | 19 |
|
2024
Q4 | $1.69M | Sell |
67,793
-125
| -0.2% | -$3.11K | 1.13% | 21 |
|
2024
Q3 | $1.83M | Sell |
67,918
-4,195
| -6% | -$113K | 1.21% | 18 |
|
2024
Q2 | $1.83M | Buy |
72,113
+768
| +1% | +$19.5K | 1.28% | 18 |
|
2024
Q1 | $1.82M | Buy |
71,345
+1,287
| +2% | +$32.7K | 1.31% | 17 |
|
2023
Q4 | $1.71M | Sell |
70,058
-2,277
| -3% | -$55.6K | 1.61% | 14 |
|
2023
Q3 | $1.63M | Sell |
72,335
-1,351
| -2% | -$30.4K | 1.77% | 13 |
|
2023
Q2 | $1.72M | Sell |
73,686
-5,350
| -7% | -$125K | 1.74% | 13 |
|
2023
Q1 | $1.82M | Sell |
79,036
-1,395
| -2% | -$32.2K | 1.82% | 14 |
|
2022
Q4 | $1.74M | Buy |
+80,431
| New | +$1.74M | 1.82% | 13 |
|