WFAG
Wescott Financial Advisory Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,668
| Closed | -$201K | – | 176 |
|
|
2025
Q1 | $201K | Sell |
7,668
-1,184
| -13% | -$31K | 0.02% | 167 |
|
|
2024
Q4 | $220K | Buy |
8,852
+69
| +0.8% | +$1.72K | 0.02% | 163 |
|
|
2024
Q3 | $237K | Sell |
8,783
-3,454
| -28% | -$93.3K | 0.03% | 157 |
|
|
2024
Q2 | $311K | Buy |
12,237
+125
| +1% | +$3.18K | 0.04% | 142 |
|
|
2024
Q1 | $308K | Sell |
12,112
-2,888
| -19% | -$73.5K | 0.04% | 134 |
|
|
2023
Q4 | $366K | Sell |
15,000
-515
| -3% | -$12.6K | 0.05% | 120 |
|
|
2023
Q3 | $349K | Buy |
15,515
+113
| +0.7% | +$2.55K | 0.06% | 118 |
|
|
2023
Q2 | $359K | Buy |
15,402
+156
| +1% | +$3.64K | 0.06% | 120 |
|
|
2023
Q1 | $352K | Sell |
15,246
-1,696
| -10% | -$39.1K | 0.08% | 118 |
|
|
2022
Q4 | $366K | Buy |
+16,942
| New | +$366K | 0.08% | 109 |
|