Total Wealth Planning’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 | $308K | Hold |
10,486
| – | – | 0.04% | 92 |
|
|
2025
Q1 | $275K | Sell |
10,486
-1,496
| -12% | -$39.2K | 0.04% | 83 |
|
|
2024
Q4 | $298K | Hold |
11,982
| – | – | 0.05% | 80 |
|
|
2024
Q3 | $324K | Sell |
11,982
-5
| -0% | -$135 | 0.05% | 77 |
|
|
2024
Q2 | $316K | Sell |
11,987
-11,513
| -49% | -$304K | 0.05% | 77 |
|
|
2024
Q1 | $598K | Sell |
23,500
-15,466
| -40% | -$393K | 0.1% | 59 |
|
|
2023
Q4 | $952K | Sell |
38,966
-61,148
| -61% | -$1.49M | 0.17% | 52 |
|
|
2023
Q3 | $2.25M | Buy |
+100,114
| New | +$2.25M | 0.46% | 38 |
|