CWM
Cedar Wealth Management’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 | $138K | Hold |
4,709
| – | – | 0.05% | 88 |
|
|
2025
Q1 | $123K | Hold |
4,709
| – | – | 0.04% | 91 |
|
|
2024
Q4 | $117K | Hold |
4,709
| – | – | 0.04% | 85 |
|
|
2024
Q3 | $127K | Hold |
4,709
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $120K | Hold |
4,709
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $120K | Hold |
4,709
| – | – | 0.04% | 124 |
|
|
2023
Q4 | $115K | Hold |
4,709
| – | – | 0.04% | 122 |
|
|
2023
Q3 | $106K | Hold |
4,709
| – | – | 0.04% | 126 |
|
|
2023
Q2 | $110K | Hold |
4,709
| – | – | 0.04% | 122 |
|
|
2023
Q1 | $109K | Hold |
4,709
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $102K | Sell |
4,709
-257,172
| -98% | -$5.56M | 0.05% | 110 |
|
|
2022
Q3 | $4.95M | Hold |
261,881
| – | – | 2.46% | 9 |
|
|
2022
Q2 | $5.62M | Hold |
261,881
| – | – | 2.57% | 8 |
|
|
2022
Q1 | $6.53M | Buy |
261,881
+3
| +0% | +$75 | 2.64% | 8 |
|
|
2021
Q4 | $6.84M | Sell |
261,878
-104,582
| -29% | -$2.73M | 2.76% | 7 |
|
|
2021
Q3 | $9.48M | Buy |
+366,460
| New | +$9.48M | 4.22% | 6 |
|