AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Buy |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $2.07M | Sell |
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|
2023
Q4 | $4.07M | Sell |
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|
2023
Q3 | $3.99M | Buy |
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|
2023
Q2 | $3.51M | Sell |
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|
2023
Q1 | $3.84M | Buy |
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|
2022
Q4 | $2.44M | Sell |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $787K | Buy |
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