Atria Wealth Solutions’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
Q1 | – | Sell |
-42,109
| Closed | -$1.05M | – | 1896 |
|
|
2024
Q4 | $1.05M | Buy |
+42,109
| New | +$1.05M | 0.01% | 902 |
|
|
2024
Q1 | – | Sell |
-153,742
| Closed | -$3.75M | – | 1966 |
|
|
2023
Q4 | $3.75M | Sell |
153,742
-99
| -0.1% | -$2.42K | 0.05% | 384 |
|
|
2023
Q3 | $3.46M | Buy |
153,841
+64,012
| +71% | +$1.44M | 0.05% | 392 |
|
|
2023
Q2 | $2.09M | Sell |
89,829
-1,132
| -1% | -$26.4K | 0.03% | 548 |
|
|
2023
Q1 | $2.1M | Buy |
90,961
+27,145
| +43% | +$626K | 0.03% | 524 |
|
|
2022
Q4 | $1.38M | Buy |
63,816
+2,472
| +4% | +$53.4K | 0.02% | 632 |
|
|
2022
Q3 | $1.16M | Buy |
+61,344
| New | +$1.16M | 0.02% | 667 |
|