Ullmann Wealth Partners Group’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 | $306K | Buy |
|
|||||
|
2025
Q2 | $285K | Sell |
|
|||||
|
2025
Q1 | $303K | Sell |
|
|||||
|
2024
Q4 | $293K | Buy |
|
|||||
|
2024
Q3 | $317K | Buy |
|
|||||
|
2024
Q2 | $298K | Sell |
|
|||||
|
2024
Q1 | $348K | Sell |
|
|||||
|
2023
Q4 | $419K | Sell |
|
|||||
|
2023
Q3 | $426K | Sell |
|
|||||
|
2023
Q2 | $16.9M | Sell |
|
|||||
|
2023
Q1 | $31.5M | Buy |
|
|||||
|
2022
Q4 | $29.1M | Buy |
|
|||||
|
2022
Q3 | $24.8M | Buy |
|
|||||
|
2022
Q2 | $27.4M | Buy |
|
|||||
|
2022
Q1 | $30M | Buy |
|
|||||
|
2021
Q4 | $30.5M | Buy |
|