RS
Retirement Solution’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 | $1.89M | Buy |
64,225
+7,135
| +12% | +$210K | 0.48% | 12 |
|
2025
Q1 | $1.5M | Sell |
57,090
-33,705
| -37% | -$883K | 0.41% | 14 |
|
2024
Q4 | $2.26M | Buy |
90,795
+8,241
| +10% | +$205K | 0.59% | 16 |
|
2024
Q3 | $2.22M | Buy |
82,554
+5,689
| +7% | +$153K | 0.54% | 16 |
|
2024
Q2 | $1.95M | Buy |
76,865
+6,587
| +9% | +$167K | 0.53% | 16 |
|
2024
Q1 | $1.79M | Buy |
70,278
+6,142
| +10% | +$156K | 0.48% | 17 |
|
2023
Q4 | $1.57M | Buy |
64,136
+10,787
| +20% | +$263K | 0.46% | 18 |
|
2023
Q3 | $1.2M | Buy |
53,349
+29,593
| +125% | +$666K | 0.4% | 21 |
|
2023
Q2 | $554K | Buy |
23,756
+874
| +4% | +$20.4K | 0.18% | 27 |
|
2023
Q1 | $528K | Buy |
+22,882
| New | +$528K | 0.19% | 26 |
|