Oakwell Private 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 | $234K | Hold |
7,981
| – | – | 0.05% | 67 |
|
|
2025
Q1 | $209K | Buy |
+7,981
| New | +$209K | 0.06% | 66 |
|
|
2024
Q4 | – | Sell |
-7,981
| Closed | -$216K | – | 61 |
|
|
2024
Q3 | $216K | Hold |
7,981
| – | – | 0.06% | 58 |
|
|
2024
Q2 | $203K | Hold |
7,981
| – | – | 0.06% | 63 |
|
|
2024
Q1 | $203K | Buy |
+7,981
| New | +$203K | 0.06% | 64 |
|
|
2022
Q2 | – | Sell |
-8,148
| Closed | -$203K | – | 60 |
|
|
2022
Q1 | $203K | Hold |
8,148
| – | – | 0.1% | 58 |
|
|
2021
Q4 | $213K | Sell |
8,148
-6,012
| -42% | -$157K | 0.11% | 60 |
|
|
2021
Q3 | $366K | Buy |
+14,160
| New | +$366K | 0.2% | 51 |
|