BWA
BlueSky Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39M | Buy |
1,328,699
+15,828
| +1% | +$465K | 5.67% | 4 |
|
2025
Q1 | $34.4M | Buy |
1,312,871
+58,272
| +5% | +$1.53M | 5.33% | 5 |
|
2024
Q4 | $31.2M | Buy |
1,254,599
+23,403
| +2% | +$582K | 4.88% | 5 |
|
2024
Q3 | $33.3M | Buy |
1,231,196
+56,984
| +5% | +$1.54M | 5.17% | 5 |
|
2024
Q2 | $29.8M | Buy |
1,174,212
+9,514
| +0.8% | +$242K | 5.02% | 5 |
|
2024
Q1 | $29.6M | Buy |
1,164,698
+46,720
| +4% | +$1.19M | 23.18% | 1 |
|
2023
Q4 | $27.3M | Sell |
1,117,978
-20,901
| -2% | -$510K | 5.07% | 5 |
|
2023
Q3 | $25.6M | Buy |
1,138,879
+39,880
| +4% | +$898K | 5.25% | 5 |
|
2023
Q2 | $25.6M | Buy |
1,098,999
+9,749
| +0.9% | +$227K | 5.15% | 5 |
|
2023
Q1 | $25.1M | Buy |
1,089,250
+19,197
| +2% | +$443K | 5.19% | 5 |
|
2022
Q4 | $23.1M | Sell |
1,070,053
-45,538
| -4% | -$984K | 5.11% | 5 |
|
2022
Q3 | $21.1M | Buy |
1,115,591
+116,758
| +12% | +$2.21M | 4.89% | 5 |
|
2022
Q2 | $21.4M | Buy |
998,833
+6,723
| +0.7% | +$144K | 4.75% | 5 |
|
2022
Q1 | $24.8M | Buy |
992,110
+8,256
| +0.8% | +$206K | 4.81% | 5 |
|
2021
Q4 | $25.7M | Buy |
+983,854
| New | +$25.7M | 4.76% | 6 |
|