Partners in Financial Planning’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 | $798K | Buy |
27,171
+251
| +0.9% | +$7.37K | 0.15% | 53 |
|
|
2025
Q1 | $705K | Buy |
26,920
+51
| +0.2% | +$1.34K | 0.14% | 55 |
|
|
2024
Q4 | $668K | Sell |
26,869
-29
| -0.1% | -$721 | 0.14% | 55 |
|
|
2024
Q3 | $727K | Sell |
26,898
-1,423
| -5% | -$38.4K | 0.15% | 54 |
|
|
2024
Q2 | $720K | Sell |
28,321
-1,703
| -6% | -$43.3K | 0.16% | 52 |
|
|
2024
Q1 | $764K | Buy |
30,024
+19
| +0.1% | +$483 | 0.17% | 52 |
|
|
2023
Q4 | $733K | Buy |
30,005
+125
| +0.4% | +$3.05K | 0.17% | 50 |
|
|
2023
Q3 | $673K | Buy |
29,880
+160
| +0.5% | +$3.6K | 0.17% | 51 |
|
|
2023
Q2 | $693K | Buy |
29,720
+220
| +0.7% | +$5.13K | 0.18% | 51 |
|
|
2023
Q1 | $680K | Buy |
29,500
+31
| +0.1% | +$715 | 0.18% | 51 |
|
|
2022
Q4 | $641K | Buy |
29,469
+144
| +0.5% | +$3.13K | 0.18% | 50 |
|
|
2022
Q3 | $630K | Buy |
29,325
+191
| +0.7% | +$4.1K | 0.18% | 51 |
|
|
2022
Q2 | $625K | Buy |
29,134
+208
| +0.7% | +$4.46K | 0.2% | 50 |
|
|
2022
Q1 | $694K | Sell |
28,926
-89
| -0.3% | -$2.13K | 0.22% | 44 |
|
|
2021
Q4 | $747K | Sell |
29,015
-650
| -2% | -$16.7K | 0.23% | 41 |
|
|
2021
Q3 | $768K | Buy |
+29,665
| New | +$768K | 0.24% | 41 |
|