Western Wealth Management’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 | $2.55M | Sell |
86,891
-3,446
| -4% | -$101K | 0.15% | 135 |
|
|
2025
Q1 | $2.37M | Sell |
90,337
-14,481
| -14% | -$379K | 0.16% | 127 |
|
|
2024
Q4 | $2.61M | Buy |
104,818
+698
| +0.7% | +$17.4K | 0.17% | 118 |
|
|
2024
Q3 | $2.81M | Buy |
104,120
+3,335
| +3% | +$90.1K | 0.16% | 128 |
|
|
2024
Q2 | $2.56M | Sell |
100,785
-706
| -0.7% | -$17.9K | 0.19% | 109 |
|
|
2024
Q1 | $2.58M | Sell |
101,491
-1,778
| -2% | -$45.2K | 0.2% | 104 |
|
|
2023
Q4 | $2.52M | Sell |
103,269
-1,653
| -2% | -$40.4K | 0.18% | 121 |
|
|
2023
Q3 | $2.36M | Sell |
104,922
-8,184
| -7% | -$184K | 0.2% | 107 |
|
|
2023
Q2 | $2.64M | Buy |
113,106
+4,514
| +4% | +$105K | 0.22% | 95 |
|
|
2023
Q1 | $2.5M | Buy |
108,592
+22,540
| +26% | +$520K | 0.23% | 100 |
|
|
2022
Q4 | $1.86M | Sell |
86,052
-23,566
| -21% | -$509K | 0.19% | 128 |
|
|
2022
Q3 | $2.07M | Buy |
109,618
+71,738
| +189% | +$1.35M | 0.12% | 177 |
|
|
2022
Q2 | $813K | Buy |
+37,880
| New | +$813K | 0.05% | 350 |
|
|
2022
Q1 | – | Sell |
-17,599
| Closed | -$458K | – | 830 |
|
|
2021
Q4 | $458K | Buy |
+17,599
| New | +$458K | 0.05% | 349 |
|