Bartlett & Co Wealth Management’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
2024
Q2
Sell
-8,744
Closed -$222K 1146
2024
Q1
$222K Sell
8,744
-2,176
-20% -$55.4K ﹤0.01% 440
2023
Q4
$267K Buy
+10,920
New +$267K ﹤0.01% 434