Copperleaf Capital’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 | $220K | Sell |
7,485
-346
| -4% | -$10.2K | 0.11% | 104 |
|
|
2025
Q1 | $205K | Buy |
+7,831
| New | +$205K | 0.12% | 103 |
|
|
2024
Q4 | – | Sell |
-9,484
| Closed | -$256K | – | 94 |
|
|
2024
Q3 | $256K | Buy |
9,484
+67
| +0.7% | +$1.81K | 0.2% | 83 |
|
|
2024
Q2 | $239K | Buy |
9,417
+1,247
| +15% | +$31.7K | 0.19% | 80 |
|
|
2024
Q1 | $208K | Sell |
8,170
-380
| -4% | -$9.67K | 0.18% | 85 |
|
|
2023
Q4 | $209K | Buy |
+8,550
| New | +$209K | 0.21% | 78 |
|
|
2022
Q4 | – | Sell |
-14,769
| Closed | -$279K | – | 67 |
|
|
2022
Q3 | $279K | Sell |
14,769
-3,133
| -18% | -$59.2K | 0.3% | 60 |
|
|
2022
Q2 | $384K | Buy |
+17,902
| New | +$384K | 0.39% | 53 |
|