Avantax Planning Partners’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 | $1.83M | Sell |
62,443
-10,718
| -15% | -$315K | 0.06% | 139 |
|
|
2025
Q1 | $1.92M | Buy |
73,161
+1,696
| +2% | +$44.4K | 0.07% | 131 |
|
|
2024
Q4 | $1.78M | Sell |
71,465
-11,104
| -13% | -$276K | 0.06% | 131 |
|
|
2024
Q3 | $2.23M | Sell |
82,569
-4,708
| -5% | -$127K | 0.08% | 122 |
|
|
2024
Q2 | $2.22M | Hold |
87,277
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $2.22M | Buy |
87,277
+70,712
| +427% | +$1.8M | 0.07% | 138 |
|
|
2023
Q4 | $405K | Buy |
16,565
+2,728
| +20% | +$66.6K | 0.02% | 262 |
|
|
2023
Q3 | $312K | Hold |
13,837
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $323K | Hold |
13,837
| – | – | 0.01% | 282 |
|
|
2023
Q1 | $319K | Hold |
13,837
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $299K | Buy |
+13,837
| New | +$299K | 0.01% | 300 |
|