WR Wealth Planners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.33K | Hold |
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|
2024
Q3 | $4.7K | Hold |
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|
2024
Q2 | $4.42K | Hold |
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|
2024
Q1 | $4.43K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.92K | Sell |
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|
2023
Q2 | $10.4K | Buy |
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|
2023
Q1 | $10.2K | Sell |
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|
2022
Q4 | $2.59M | Buy |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $2.43M | Buy |
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|
2022
Q1 | $2.56M | Buy |
|