Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $155K | Hold |
|
|||||
|
2024
Q3 | $169K | Hold |
|
|||||
|
2024
Q2 | $159K | Sell |
|
|||||
|
2024
Q1 | $171K | Hold |
|
|||||
|
2023
Q4 | $164K | Hold |
|
|||||
|
2023
Q3 | $151K | Sell |
|
|||||
|
2023
Q2 | $167K | Hold |
|
|||||
|
2023
Q1 | $165K | Hold |
|
|||||
|
2022
Q4 | $154K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $223K | Buy |
|
|||||
|
2021
Q4 | $234K | Buy |
|