Andrews Lucia 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 | $11.2M | Sell |
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|
2025
Q2 | $10.6M | Sell |
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|
2025
Q1 | $9.03M | Sell |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $9.59M | Buy |
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|
2024
Q2 | $9.56M | Hold |
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|
2024
Q1 | $9.56M | Sell |
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|
2023
Q4 | $9.18M | Sell |
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|
2023
Q3 | $8.8M | Sell |
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|
2023
Q2 | $9.15M | Sell |
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|
2023
Q1 | $9.47M | Sell |
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|
2022
Q4 | $9.3M | Sell |
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|
2022
Q3 | $8.74M | Buy |
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|
2022
Q2 | $11.5M | Buy |
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|
2022
Q1 | $12.1M | Hold |
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|
2021
Q4 | $12.1M | Buy |
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