WWP
WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.33K | Hold |
174
| – | – | ﹤0.01% | 729 |
|
|
2024
Q3 | $4.7K | Hold |
174
| – | – | ﹤0.01% | 756 |
|
|
2024
Q2 | $4.42K | Hold |
174
| – | – | ﹤0.01% | 743 |
|
|
2024
Q1 | $4.43K | Buy |
+174
| New | +$4.43K | ﹤0.01% | 741 |
|
|
2023
Q4 | – | Sell |
-174
| Closed | -$3.92K | – | 341 |
|
|
2023
Q3 | $3.92K | Sell |
174
-271
| -61% | -$6.1K | ﹤0.01% | 703 |
|
|
2023
Q2 | $10.4K | Buy |
445
+4
| +0.9% | +$93 | ﹤0.01% | 561 |
|
|
2023
Q1 | $10.2K | Sell |
441
-119,409
| -100% | -$2.75M | ﹤0.01% | 551 |
|
|
2022
Q4 | $2.59M | Buy |
119,850
+4,974
| +4% | +$107K | 1.59% | 17 |
|
|
2022
Q3 | $2.17M | Buy |
114,876
+1,340
| +1% | +$25.3K | 1.53% | 20 |
|
|
2022
Q2 | $2.43M | Buy |
113,536
+10,939
| +11% | +$235K | 1.6% | 20 |
|
|
2022
Q1 | $2.56M | Buy |
+102,597
| New | +$2.56M | 1.52% | 21 |
|