Clifford Swan Investment Counsel’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
13,525
| – | – | 0.01% | 242 |
|
|
2025
Q1 | $354K | Hold |
13,525
| – | – | 0.01% | 242 |
|
|
2024
Q4 | $336K | Hold |
13,525
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $365K | Hold |
13,525
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $344K | Hold |
13,525
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $344K | Hold |
13,525
| – | – | 0.01% | 253 |
|
|
2023
Q4 | $330K | Sell |
13,525
-3,160
| -19% | -$77.2K | 0.01% | 251 |
|
|
2023
Q3 | $376K | Buy |
16,685
+2,545
| +18% | +$57.3K | 0.02% | 236 |
|
|
2023
Q2 | $330K | Hold |
14,140
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $326K | Hold |
14,140
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $305K | Buy |
+14,140
| New | +$305K | 0.01% | 253 |
|