Cherrydale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.3M | Buy |
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|
2025
Q2 | $18.2M | Buy |
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|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $14.1M | Sell |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $15.8M | Buy |
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|
2024
Q1 | $14.8M | Buy |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $11.8M | Buy |
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|
2023
Q2 | $9.65M | Buy |
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|
2023
Q1 | $9.48M | Buy |
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|
2022
Q4 | $8.68M | Sell |
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|
2022
Q3 | $7.6M | Sell |
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|
2022
Q2 | $9.81M | Sell |
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|
2022
Q1 | $12.4M | Buy |
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|
2021
Q4 | $12M | Buy |
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