CVA Family Office’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 | $1.24M | Buy |
42,088
+1,341
| +3% | +$39.4K | 0.17% | 90 |
|
2025
Q1 | $1.07M | Sell |
40,747
-14,212
| -26% | -$372K | 0.16% | 95 |
|
2024
Q4 | $1.37M | Sell |
54,959
-8,050
| -13% | -$200K | 0.22% | 75 |
|
2024
Q3 | $1.7M | Sell |
63,009
-1,633
| -3% | -$44.1K | 0.28% | 60 |
|
2024
Q2 | $1.64M | Sell |
64,642
-6,325
| -9% | -$161K | 0.3% | 60 |
|
2024
Q1 | $1.81M | Sell |
70,967
-376
| -0.5% | -$9.57K | 0.32% | 52 |
|
2023
Q4 | $1.74M | Sell |
71,343
-13,986
| -16% | -$342K | 0.34% | 50 |
|
2023
Q3 | $1.92M | Buy |
85,329
+214
| +0.3% | +$4.82K | 0.44% | 49 |
|
2023
Q2 | $1.98M | Sell |
85,115
-475
| -0.6% | -$11.1K | 0.42% | 47 |
|
2023
Q1 | $1.97M | Sell |
85,590
-3,075
| -3% | -$70.9K | 0.44% | 45 |
|
2022
Q4 | $1.92M | Sell |
88,665
-11,777
| -12% | -$254K | 0.46% | 42 |
|
2022
Q3 | $1.9M | Sell |
100,442
-66,201
| -40% | -$1.25M | 0.52% | 49 |
|
2022
Q2 | $3.57M | Buy |
166,643
+396
| +0.2% | +$8.49K | 0.97% | 29 |
|
2022
Q1 | $4.15M | Buy |
166,247
+80,048
| +93% | +$2M | 0.99% | 26 |
|
2021
Q4 | $2.25M | Buy |
+86,199
| New | +$2.25M | 0.56% | 40 |
|