Coppell Advisory Solutions’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
Q1 | – | Sell |
-2,148
| Closed | -$53.4K | – | 689 |
|
|
2024
Q4 | $53.4K | Sell |
2,148
-228
| -10% | -$5.67K | 0.01% | 562 |
|
|
2024
Q3 | $64.5K | Sell |
2,376
-804
| -25% | -$21.8K | 0.01% | 488 |
|
|
2024
Q2 | $80.8K | Buy |
+3,180
| New | +$80.8K | 0.01% | 401 |
|
|
2023
Q4 | $164K | Sell |
6,708
-695
| -9% | -$17K | 0.03% | 285 |
|
|
2023
Q3 | $160K | Buy |
7,403
+619
| +9% | +$13.4K | 0.06% | 176 |
|
|
2023
Q2 | $157K | Buy |
+6,784
| New | +$157K | 0.04% | 215 |
|
|
2023
Q1 | – | Sell |
-7,403
| Closed | -$160K | – | 412 |
|
|
2022
Q4 | $160K | Buy |
+7,403
| New | +$160K | 0.05% | 180 |
|