RLWM
RF&L Wealth Management’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 | $1.24M | Sell |
42,331
-570
| -1% | -$16.7K | 0.8% | 30 |
|
|
2025
Q1 | $1.12M | Sell |
42,901
-262
| -0.6% | -$6.86K | 0.8% | 31 |
|
|
2024
Q4 | $1.07M | Sell |
43,163
-40
| -0.1% | -$994 | 0.76% | 30 |
|
|
2024
Q3 | $1.17M | Sell |
43,203
-300
| -0.7% | -$8.1K | 0.83% | 29 |
|
|
2024
Q2 | $1.11M | Hold |
43,503
| – | – | 0.84% | 27 |
|
|
2024
Q1 | $1.11M | Sell |
43,503
-978
| -2% | -$24.9K | 0.85% | 27 |
|
|
2023
Q4 | $1.09M | Hold |
44,481
| – | – | 0.9% | 27 |
|
|
2023
Q3 | $1M | Sell |
44,481
-743
| -2% | -$16.7K | 0.93% | 26 |
|
|
2023
Q2 | $1.05M | Sell |
45,224
-2,275
| -5% | -$53K | 0.96% | 27 |
|
|
2023
Q1 | $1.1M | Sell |
47,499
-246
| -0.5% | -$5.67K | 1.06% | 22 |
|
|
2022
Q4 | $1.03M | Buy |
+47,745
| New | +$1.03M | 1.06% | 23 |
|