Aurora Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40,889
| Closed | -$772K | – | 153 |
|
|
2022
Q3 | $772K | Buy |
40,889
+530
| +1% | +$10K | 0.36% | 47 |
|
|
2022
Q2 | $865K | Buy |
40,359
+4,449
| +12% | +$95.4K | 0.39% | 47 |
|
|
2022
Q1 | $896K | Buy |
35,910
+2,102
| +6% | +$52.4K | 0.37% | 52 |
|
|
2021
Q4 | $883K | Buy |
33,808
+262
| +0.8% | +$6.84K | 0.38% | 51 |
|
|
2021
Q3 | $868K | Buy |
+33,546
| New | +$868K | 0.35% | 61 |
|