Waypoint Wealth Partners’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 | $1.96M | Sell |
66,899
-1,000
| -1% | -$29.4K | 0.48% | 23 |
|
|
2025
Q1 | $1.78M | Hold |
67,899
| – | – | 0.49% | 22 |
|
|
2024
Q4 | $1.69M | Hold |
67,899
| – | – | 0.46% | 22 |
|
|
2024
Q3 | $1.83M | Hold |
67,899
| – | – | 0.49% | 21 |
|
|
2024
Q2 | $1.73M | Hold |
67,899
| – | – | 0.5% | 21 |
|
|
2024
Q1 | $1.73M | Sell |
67,899
-2,611
| -4% | -$66.4K | 0.49% | 20 |
|
|
2023
Q4 | $1.72M | Hold |
70,510
| – | – | 0.53% | 18 |
|
|
2023
Q3 | $1.59M | Sell |
70,510
-1,000
| -1% | -$22.5K | 0.55% | 18 |
|
|
2023
Q2 | $1.67M | Hold |
71,510
| – | – | 0.57% | 19 |
|
|
2023
Q1 | $1.65M | Hold |
71,510
| – | – | 0.59% | 17 |
|
|
2022
Q4 | $1.54M | Hold |
71,510
| – | – | 0.61% | 16 |
|
|
2022
Q3 | $1.35M | Hold |
71,510
| – | – | 0.57% | 17 |
|
|
2022
Q2 | $1.53M | Hold |
71,510
| – | – | 0.59% | 18 |
|
|
2022
Q1 | $1.78M | Hold |
71,510
| – | – | 0.65% | 15 |
|
|
2021
Q4 | $1.87M | Hold |
71,510
| – | – | 0.64% | 16 |
|
|
2021
Q3 | $1.85M | Buy |
+71,510
| New | +$1.85M | 0.69% | 10 |
|