Briggs Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.9M | Buy |
306,513
+12,938
| +4% | +$291K | 3.95% | 7 |
|
|
2023
Q2 | $6.84M | Buy |
293,575
+2,216
| +0.8% | +$51.7K | 3.82% | 8 |
|
|
2023
Q1 | $6.72M | Buy |
291,359
+4,696
| +2% | +$108K | 3.98% | 7 |
|
|
2022
Q4 | $6.19M | Sell |
286,663
-30,093
| -10% | -$650K | 3.94% | 7 |
|
|
2022
Q3 | $5.98M | Buy |
316,756
+25,983
| +9% | +$491K | 4.49% | 6 |
|
|
2022
Q2 | $6.23M | Sell |
290,773
-19,608
| -6% | -$420K | 4.56% | 5 |
|
|
2022
Q1 | $7.74M | Sell |
310,381
-10,016
| -3% | -$250K | 5.14% | 5 |
|
|
2021
Q4 | $8.37M | Buy |
+320,397
| New | +$8.37M | 5.71% | 5 |
|