MWM
Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.34M | Buy |
94,008
+3,705
| +4% | +$92.1K | 0.1% | 60 |
|
|
2024
Q3 | $2.44M | Sell |
90,303
-7,511
| -8% | -$203K | 0.1% | 71 |
|
|
2024
Q2 | $2.49M | Buy |
97,814
+890
| +0.9% | +$22.6K | 0.11% | 69 |
|
|
2024
Q1 | $2.47M | Buy |
96,924
+2,441
| +3% | +$62.1K | 0.11% | 65 |
|
|
2023
Q4 | $2.31M | Buy |
94,483
+4,934
| +6% | +$120K | 0.11% | 68 |
|
|
2023
Q3 | $2.02M | Buy |
89,549
+1,012
| +1% | +$22.8K | 0.1% | 60 |
|
|
2023
Q2 | $2.06M | Buy |
88,537
+2,910
| +3% | +$67.8K | 0.1% | 78 |
|
|
2023
Q1 | $1.97M | Sell |
85,627
-3,075
| -3% | -$70.9K | 0.1% | 66 |
|
|
2022
Q4 | $1.92M | Sell |
88,702
-1,932
| -2% | -$41.7K | 0.1% | 72 |
|
|
2022
Q3 | $1.71M | Buy |
90,634
+4,929
| +6% | +$93.1K | 0.11% | 44 |
|
|
2022
Q2 | $1.84M | Sell |
85,705
-9,344
| -10% | -$200K | 0.13% | 45 |
|
|
2022
Q1 | $2.37M | Buy |
95,049
+2,420
| +3% | +$60.4K | 0.19% | 51 |
|
|
2021
Q4 | $2.42M | Buy |
92,629
+8,711
| +10% | +$227K | 0.18% | 63 |
|
|
2021
Q3 | $2.17M | Buy |
+83,918
| New | +$2.17M | 0.18% | 66 |
|