Clearstead Advisors’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 | $290K | Hold |
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|
2025
Q2 | $272K | Hold |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $360K | Hold |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $356K | Buy |
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