Ruedi 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 | $14.9M | Buy |
507,036
+44,101
| +10% | +$1.3M | 4.42% | 6 |
|
|
2025
Q1 | $12.1M | Sell |
462,935
-9,990
| -2% | -$262K | 3.8% | 8 |
|
|
2024
Q4 | $11.8M | Buy |
472,925
+14,950
| +3% | +$372K | 3.71% | 8 |
|
|
2024
Q3 | $12.4M | Sell |
457,975
-10,509
| -2% | -$284K | 4.25% | 7 |
|
|
2024
Q2 | $11.9M | Buy |
468,484
+5,523
| +1% | +$140K | 4.69% | 8 |
|
|
2024
Q1 | $11.8M | Buy |
462,961
+3,569
| +0.8% | +$90.8K | 4.96% | 6 |
|
|
2023
Q4 | $11.2M | Buy |
459,392
+11,400
| +3% | +$278K | 5.29% | 6 |
|
|
2023
Q3 | $10.1M | Buy |
447,992
+42,519
| +10% | +$958K | 5.78% | 5 |
|
|
2023
Q2 | $9.45M | Buy |
405,473
+40,838
| +11% | +$952K | 5.56% | 5 |
|
|
2023
Q1 | $8.41M | Buy |
364,635
+28,334
| +8% | +$653K | 5.4% | 6 |
|
|
2022
Q4 | $7.26M | Buy |
+336,301
| New | +$7.26M | 5.12% | 6 |
|