True Wealth Design’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 | $150K | Sell |
5,095
-701
| -12% | -$20.6K | 0.05% | 70 |
|
|
2025
Q1 | $152K | Sell |
5,796
-228
| -4% | -$5.97K | 0.06% | 49 |
|
|
2024
Q4 | $150K | Hold |
6,024
| – | – | 0.06% | 40 |
|
|
2024
Q3 | $163K | Hold |
6,024
| – | – | 0.06% | 35 |
|
|
2024
Q2 | $153K | Hold |
6,024
| – | – | 0.04% | 123 |
|
|
2024
Q1 | $153K | Hold |
6,024
| – | – | 0.04% | 123 |
|
|
2023
Q4 | $147K | Sell |
6,024
-4,971
| -45% | -$121K | 0.04% | 123 |
|
|
2023
Q3 | $248K | Sell |
10,995
-4,111
| -27% | -$92.6K | 0.08% | 111 |
|
|
2023
Q2 | $352K | Buy |
15,106
+1,591
| +12% | +$37.1K | 0.13% | 105 |
|
|
2023
Q1 | $312K | Buy |
+13,515
| New | +$312K | 0.13% | 110 |
|