Cyndeo Wealth Partners’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 | $4.43M | Buy |
150,941
+2,572
| +2% | +$75.5K | 0.26% | 103 |
|
|
2025
Q1 | $3.89M | Buy |
148,369
+9,753
| +7% | +$256K | 0.26% | 107 |
|
|
2024
Q4 | $3.45M | Buy |
138,616
+1,142
| +0.8% | +$28.4K | 0.23% | 112 |
|
|
2024
Q3 | $3.71M | Buy |
137,474
+53,461
| +64% | +$1.44M | 0.26% | 107 |
|
|
2024
Q2 | $2.14M | Buy |
84,013
+47,467
| +130% | +$1.21M | 0.17% | 155 |
|
|
2024
Q1 | $930K | Buy |
+36,546
| New | +$930K | 0.08% | 206 |
|