Elevate Wealth Advisory’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 | $1.43M | Buy |
48,677
+87
| +0.2% | +$2.56K | 1.02% | 25 |
|
|
2025
Q1 | $1.27M | Buy |
48,590
+20
| +0% | +$524 | 0.9% | 24 |
|
|
2024
Q4 | $1.21M | Buy |
48,570
+73
| +0.2% | +$1.82K | 0.91% | 25 |
|
|
2024
Q3 | $1.31M | Sell |
48,497
-563
| -1% | -$15.2K | 0.97% | 24 |
|
|
2024
Q2 | $1.25M | Buy |
49,060
+1,236
| +3% | +$31.4K | 1.01% | 23 |
|
|
2024
Q1 | $1.22M | Sell |
47,824
-627
| -1% | -$16K | 1.06% | 25 |
|
|
2023
Q4 | $1.18M | Buy |
+48,451
| New | +$1.18M | 1.08% | 25 |
|