PP
Prosperity Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
562,068
-32,575
| -5% | -$957K | 4.76% | 4 |
|
|
2025
Q1 | $15.6M | Sell |
594,643
-10,255
| -2% | -$269K | 4.88% | 4 |
|
|
2024
Q4 | $15M | Sell |
604,898
-2,986
| -0.5% | -$74.2K | 4.82% | 4 |
|
|
2024
Q3 | $16.4M | Sell |
607,884
-11,718
| -2% | -$317K | 5.2% | 4 |
|
|
2024
Q2 | $15.8M | Sell |
619,602
-10,963
| -2% | -$279K | 5.38% | 4 |
|
|
2024
Q1 | $16M | Sell |
630,565
-5,617
| -0.9% | -$143K | 5.56% | 4 |
|
|
2023
Q4 | $15.5M | Sell |
636,182
-4,632
| -0.7% | -$113K | 5.82% | 3 |
|
|
2023
Q3 | $14.4M | Sell |
640,814
-401
| -0.1% | -$9.03K | 6.03% | 3 |
|
|
2023
Q2 | $14.9M | Sell |
641,215
-6,005
| -0.9% | -$140K | 6.17% | 3 |
|
|
2023
Q1 | $14.9M | Sell |
647,220
-2,725
| -0.4% | -$62.8K | 6.5% | 2 |
|
|
2022
Q4 | $13.5M | Hold |
649,945
| – | – | 6.67% | 2 |
|
|
2022
Q3 | $12.3M | Buy |
649,945
+33,857
| +5% | +$640K | 6.41% | 2 |
|
|
2022
Q2 | $13.6M | Hold |
616,088
| – | – | 6.96% | 2 |
|
|
2022
Q1 | $15.4M | Hold |
616,088
| – | – | 7.54% | 2 |
|
|
2021
Q4 | $16.1M | Buy |
616,088
+20,330
| +3% | +$531K | 8.15% | 2 |
|
|
2021
Q3 | $15.4M | Buy |
+595,758
| New | +$15.4M | 8.41% | 2 |
|