Phillips Financial 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 | $5.49M | Sell |
186,812
-17,466
| -9% | -$513K | 0.4% | 47 |
|
|
2025
Q1 | $5.35M | Sell |
204,278
-14,998
| -7% | -$393K | 0.41% | 46 |
|
|
2024
Q4 | $5.45M | Sell |
219,276
-33,604
| -13% | -$835K | 0.43% | 46 |
|
|
2024
Q3 | $6.83M | Sell |
252,880
-4,280
| -2% | -$116K | 0.53% | 42 |
|
|
2024
Q2 | $6.54M | Sell |
257,160
-8,023
| -3% | -$204K | 0.54% | 41 |
|
|
2024
Q1 | $6.75M | Sell |
265,183
-31,670
| -11% | -$806K | 0.55% | 42 |
|
|
2023
Q4 | $7.25M | Sell |
296,853
-40,650
| -12% | -$993K | 0.63% | 39 |
|
|
2023
Q3 | $7.6M | Buy |
337,503
+12,269
| +4% | +$276K | 0.72% | 36 |
|
|
2023
Q2 | $7.58M | Sell |
325,234
-23,034
| -7% | -$537K | 0.7% | 35 |
|
|
2023
Q1 | $8.03M | Buy |
348,268
+12,995
| +4% | +$300K | 0.78% | 35 |
|
|
2022
Q4 | $7.24M | Buy |
335,273
+65,099
| +24% | +$1.41M | 0.74% | 35 |
|
|
2022
Q3 | $5.1M | Buy |
270,174
+96,097
| +55% | +$1.82M | 0.56% | 40 |
|
|
2022
Q2 | $3.73M | Buy |
+174,077
| New | +$3.73M | 0.4% | 51 |
|