CIBC Private Wealth Group’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 | $215K | Buy |
7,312
+90
| +1% | +$2.64K | ﹤0.01% | 1105 |
|
|
2025
Q1 | $169K | Buy |
7,222
+18
| +0.2% | +$421 | ﹤0.01% | 1135 |
|
|
2024
Q4 | $180K | Sell |
7,204
-504
| -7% | -$12.6K | ﹤0.01% | 1195 |
|
|
2024
Q3 | $208K | Buy |
7,708
+48
| +0.6% | +$1.3K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $198K | Sell |
7,660
-640
| -8% | -$16.6K | ﹤0.01% | 1108 |
|
|
2024
Q1 | $211K | Buy |
+8,300
| New | +$211K | ﹤0.01% | 1098 |
|
|
2022
Q2 | – | Sell |
-16,757
| Closed | -$418K | – | 1216 |
|
|
2022
Q1 | $418K | Hold |
16,757
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $438K | Hold |
16,757
| – | – | ﹤0.01% | 799 |
|
|
2021
Q3 | $434K | Buy |
+16,757
| New | +$434K | ﹤0.01% | 748 |
|