Rockwood Wealth 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 | $3.12M | Sell |
106,159
-383
| -0.4% | -$11.2K | 0.27% | 19 |
|
|
2025
Q1 | $2.79M | Sell |
106,542
-1,483
| -1% | -$38.9K | 0.28% | 20 |
|
|
2024
Q4 | $2.68M | Sell |
108,025
-892
| -0.8% | -$22.2K | 0.29% | 20 |
|
|
2024
Q3 | $2.94M | Sell |
108,917
-1
| -0% | -$27 | 0.32% | 19 |
|
|
2024
Q2 | $2.77M | Hold |
108,918
| – | – | 0.34% | 20 |
|
|
2024
Q1 | $2.77M | Sell |
108,918
-720
| -0.7% | -$18.3K | 0.36% | 19 |
|
|
2023
Q4 | $2.68M | Buy |
109,638
+5,532
| +5% | +$135K | 0.39% | 18 |
|
|
2023
Q3 | $2.34M | Buy |
104,106
+2,540
| +3% | +$57.2K | 0.39% | 17 |
|
|
2023
Q2 | $2.37M | Sell |
101,566
-9,368
| -8% | -$218K | 0.41% | 18 |
|
|
2023
Q1 | $2.56M | Buy |
110,934
+8,540
| +8% | +$197K | 0.51% | 16 |
|
|
2022
Q4 | $2.21M | Sell |
102,394
-10,221
| -9% | -$221K | 0.52% | 18 |
|
|
2022
Q3 | $2.13M | Sell |
112,615
-2,187
| -2% | -$41.3K | 0.68% | 16 |
|
|
2022
Q2 | $2.46M | Buy |
114,802
+227
| +0.2% | +$4.87K | 1.15% | 8 |
|
|
2022
Q1 | $2.86M | Sell |
114,575
-386
| -0.3% | -$9.63K | 1.37% | 4 |
|
|
2021
Q4 | $3M | Buy |
+114,961
| New | +$3M | 1.33% | 4 |
|