Carson Wealth (CWM LLC)’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.32M | Buy |
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|
2025
Q2 | $6.22M | Buy |
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|
2025
Q1 | $5.46M | Sell |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.69M | Buy |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $695K | Buy |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $126K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $50K | Buy |
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