CFS Investment Advisory Services’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 | $898K | Hold |
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|
2025
Q2 | $828K | Hold |
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|
2025
Q1 | $739K | Sell |
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|
2024
Q4 | $776K | Hold |
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|
2024
Q3 | $843K | Hold |
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|
2024
Q2 | $794K | Hold |
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|
2024
Q1 | $794K | Hold |
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|
2023
Q4 | $762K | Hold |
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|
2023
Q3 | $703K | Hold |
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|
2023
Q2 | $728K | Sell |
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|
2023
Q1 | $752K | Sell |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $2.88M | Sell |
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|
2022
Q1 | $52K | Buy |
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|
2021
Q4 | $495K | Buy |
|