Shakespeare Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $850K | Buy |
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|
2025
Q2 | $751K | Buy |
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|
2025
Q1 | $631K | Buy |
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|
2024
Q4 | $539K | Buy |
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|
2024
Q3 | $561K | Buy |
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|
2024
Q2 | $503K | Sell |
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|
2024
Q1 | $633K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $503K | Buy |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $403K | Buy |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $283K | Buy |
|