MRWM
ML&R 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
Q1 | $3.97M | Sell |
156,166
-19,033
| -11% | -$484K | 0.91% | 10 |
|
|
2023
Q4 | $4.28M | Sell |
175,199
-1,472
| -0.8% | -$35.9K | 0.97% | 11 |
|
|
2023
Q3 | $3.98M | Buy |
176,671
+4,659
| +3% | +$105K | 1.04% | 10 |
|
|
2023
Q2 | $4.01M | Sell |
172,012
-265
| -0.2% | -$6.18K | 0.88% | 13 |
|
|
2023
Q1 | $3.97M | Buy |
172,277
+1,577
| +0.9% | +$36.4K | 1.06% | 9 |
|
|
2022
Q4 | $3.69M | Buy |
170,700
+1,990
| +1% | +$43K | 1.1% | 9 |
|
|
2022
Q3 | $3.19M | Buy |
168,710
+5,386
| +3% | +$102K | 1.08% | 10 |
|
|
2022
Q2 | $3.5M | Buy |
163,324
+5,535
| +4% | +$119K | 1.57% | 8 |
|
|
2022
Q1 | $3.94M | Buy |
157,789
+9,998
| +7% | +$249K | 1.45% | 9 |
|
|
2021
Q4 | $3.86M | Buy |
+147,791
| New | +$3.86M | 1.43% | 8 |
|