Avantax Advisory Services’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 | $630K | Buy |
21,436
+1,278
| +6% | +$37.5K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $528K | Sell |
20,158
-2,790
| -12% | -$73.1K | ﹤0.01% | 1469 |
|
|
2024
Q4 | $570K | Buy |
22,948
+8,241
| +56% | +$205K | ﹤0.01% | 1361 |
|
|
2024
Q3 | $397K | Buy |
14,707
+3,769
| +34% | +$102K | ﹤0.01% | 1566 |
|
|
2024
Q2 | $278K | Buy |
10,938
+2,098
| +24% | +$53.3K | ﹤0.01% | 1743 |
|
|
2024
Q1 | $225K | Buy |
+8,840
| New | +$225K | ﹤0.01% | 1475 |
|