Alpha Financial Advisors’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 | $1.92M | Sell |
65,322
-1,711
| -3% | -$50.3K | 0.74% | 17 |
|
2025
Q1 | $1.76M | Sell |
67,033
-1,904
| -3% | -$49.9K | 0.78% | 13 |
|
2024
Q4 | $1.71M | Sell |
68,937
-98
| -0.1% | -$2.44K | 0.78% | 14 |
|
2024
Q3 | $1.86M | Sell |
69,035
-253
| -0.4% | -$6.83K | 0.82% | 14 |
|
2024
Q2 | $1.76M | Sell |
69,288
-5,615
| -7% | -$143K | 0.85% | 14 |
|
2024
Q1 | $1.91M | Sell |
74,903
-1,229
| -2% | -$31.3K | 0.9% | 14 |
|
2023
Q4 | $1.86M | Sell |
76,132
-2,805
| -4% | -$68.5K | 0.94% | 14 |
|
2023
Q3 | $1.78M | Sell |
78,937
-1,002
| -1% | -$22.6K | 1.13% | 15 |
|
2023
Q2 | $1.86M | Sell |
79,939
-14,818
| -16% | -$345K | 1.17% | 15 |
|
2023
Q1 | $2.19M | Sell |
94,757
-10,067
| -10% | -$232K | 1.52% | 13 |
|
2022
Q4 | $2.26M | Buy |
+104,824
| New | +$2.26M | 1.97% | 12 |
|