BSW
Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $286M | Sell |
11,234,134
-298,917
| -3% | -$7.6M | 2.96% | 9 |
|
|
2024
Q1 | $293M | Sell |
11,533,051
-114,679
| -1% | -$2.92M | 3.1% | 9 |
|
|
2023
Q4 | $284M | Buy |
11,647,730
+142,853
| +1% | +$3.49M | 3.38% | 8 |
|
|
2023
Q3 | $259M | Sell |
11,504,877
-8,160
| -0.1% | -$184K | 3.67% | 7 |
|
|
2023
Q2 | $268M | Buy |
11,513,037
+369,357
| +3% | +$8.61M | 3.82% | 6 |
|
|
2023
Q1 | $241M | Hold |
11,143,680
| – | – | 4.38% | 5 |
|
|
2022
Q4 | $241M | Buy |
11,143,680
+577,510
| +5% | +$12.5M | 4.37% | 5 |
|
|
2022
Q3 | $200M | Sell |
10,566,170
-106,255
| -1% | -$2.01M | 4.07% | 7 |
|
|
2022
Q2 | $229M | Sell |
10,672,425
-39,949
| -0.4% | -$857K | 4.52% | 6 |
|
|
2022
Q1 | $267M | Sell |
10,712,374
-125,582
| -1% | -$3.13M | 5.27% | 5 |
|
|
2021
Q4 | $283M | Buy |
10,837,956
+84,969
| +0.8% | +$2.22M | 5.47% | 5 |
|
|
2021
Q3 | $278M | Buy |
+10,752,987
| New | +$278M | 5.7% | 5 |
|