RVW Wealth’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 | $416K | Sell |
14,168
-448
| -3% | -$13.2K | 0.04% | 114 |
|
|
2025
Q1 | $383K | Sell |
14,616
-5,120
| -26% | -$134K | 0.04% | 111 |
|
|
2024
Q4 | $491K | Sell |
19,736
-331
| -2% | -$8.23K | 0.05% | 92 |
|
|
2024
Q3 | $542K | Buy |
20,067
+3
| +0% | +$81 | 0.05% | 90 |
|
|
2024
Q2 | $510K | Sell |
20,064
-147
| -0.7% | -$3.74K | 0.05% | 91 |
|
|
2024
Q1 | $514K | Sell |
20,211
-1,027
| -5% | -$26.1K | 0.05% | 87 |
|
|
2023
Q4 | $519K | Buy |
21,238
+5
| +0% | +$122 | 0.06% | 92 |
|
|
2023
Q3 | $478K | Sell |
21,233
-4,090
| -16% | -$92.1K | 0.06% | 91 |
|
|
2023
Q2 | $590K | Sell |
25,323
-269
| -1% | -$6.27K | 0.07% | 89 |
|
|
2023
Q1 | $590K | Sell |
25,592
-5,173
| -17% | -$119K | 0.07% | 91 |
|
|
2022
Q4 | $665K | Buy |
30,765
+3,107
| +11% | +$67.1K | 0.08% | 87 |
|
|
2022
Q3 | $522K | Sell |
27,658
-3,387
| -11% | -$63.9K | 0.07% | 93 |
|
|
2022
Q2 | $666K | Buy |
31,045
+3,288
| +12% | +$70.5K | 0.09% | 82 |
|
|
2022
Q1 | $693K | Hold |
27,757
| – | – | 0.08% | 81 |
|
|
2021
Q4 | $725K | Buy |
27,757
+8
| +0% | +$209 | 0.08% | 77 |
|
|
2021
Q3 | $1M | Buy |
+27,749
| New | +$1M | 0.12% | 63 |
|