AO
Advisor OS’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 | $214K | Sell |
7,297
-877
| -11% | -$25.8K | 0.02% | 416 |
|
2025
Q1 | $214K | Sell |
8,174
-341
| -4% | -$8.94K | 0.02% | 395 |
|
2024
Q4 | $212K | Buy |
8,515
+44
| +0.5% | +$1.09K | 0.02% | 389 |
|
2024
Q3 | $229K | Buy |
8,471
+33
| +0.4% | +$891 | 0.02% | 368 |
|
2024
Q2 | $215K | Buy |
8,438
+54
| +0.6% | +$1.37K | 0.02% | 365 |
|
2024
Q1 | $213K | Buy |
+8,384
| New | +$213K | 0.02% | 364 |
|