Willow Creek 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 | $8.77M | Sell |
298,494
-4,932
| -2% | -$145K | 0.79% | 29 |
|
|
2025
Q1 | $7.95M | Buy |
303,426
+1,757
| +0.6% | +$46K | 0.77% | 29 |
|
|
2024
Q4 | $7.5M | Buy |
301,669
+3,001
| +1% | +$74.6K | 0.76% | 28 |
|
|
2024
Q3 | $8.07M | Buy |
298,668
+2,234
| +0.8% | +$60.3K | 0.85% | 27 |
|
|
2024
Q2 | $7.54M | Sell |
296,434
-7,653
| -3% | -$195K | 0.86% | 26 |
|
|
2024
Q1 | $7.74M | Sell |
304,087
-2,200
| -0.7% | -$56K | 0.9% | 26 |
|
|
2023
Q4 | $7.48M | Buy |
306,287
+27,845
| +10% | +$680K | 0.94% | 26 |
|
|
2023
Q3 | $6.27M | Buy |
278,442
+2,892
| +1% | +$65.1K | 0.93% | 23 |
|
|
2023
Q2 | $6.42M | Sell |
275,550
-1,932
| -0.7% | -$45K | 0.91% | 21 |
|
|
2023
Q1 | $6.4M | Buy |
277,482
+4,938
| +2% | +$114K | 0.99% | 21 |
|
|
2022
Q4 | $5.89M | Buy |
272,544
+178,666
| +190% | +$3.86M | 0.98% | 19 |
|
|
2022
Q3 | $1.77M | Buy |
93,878
+1,166
| +1% | +$22K | 0.34% | 39 |
|
|
2022
Q2 | $1.99M | Buy |
92,712
+2,985
| +3% | +$64K | 0.37% | 32 |
|
|
2022
Q1 | $2.24M | Sell |
89,727
-590
| -0.7% | -$14.7K | 0.45% | 29 |
|
|
2021
Q4 | $2.36M | Buy |
90,317
+623
| +0.7% | +$16.3K | 0.49% | 26 |
|
|
2021
Q3 | $2.32M | Buy |
+89,694
| New | +$2.32M | 0.51% | 25 |
|