Private Wealth Management Group’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 | $34.5K | Hold |
1,174
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $30.8K | Hold |
1,174
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $29.2K | Hold |
1,174
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $31.7K | Hold |
1,174
| – | – | 0.01% | 213 |
|
|
2024
Q2 | $29.8K | Hold |
1,174
| – | – | 0.01% | 212 |
|
|
2024
Q1 | $29.9K | Sell |
1,174
-2,864
| -71% | -$72.9K | 0.01% | 212 |
|
|
2023
Q4 | $98.6K | Buy |
+4,038
| New | +$98.6K | 0.05% | 99 |
|