Elevation Wealth Partners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50.9K | Buy |
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|
2025
Q2 | $47.6K | Buy |
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|
2025
Q1 | $40.2K | Hold |
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|
2024
Q4 | $38.1K | Buy |
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|
2024
Q3 | $7.86K | Hold |
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|
2024
Q2 | $7.4K | Hold |
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|
2024
Q1 | $7.4K | Hold |
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|
2023
Q4 | $6.55K | Hold |
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|
2023
Q3 | $6.55K | Hold |
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|
2023
Q2 | $6.78K | Hold |
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|
2023
Q1 | $6.71K | Buy |
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