Elevation 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 | $47.6K | Buy |
1,621
+87
| +6% | +$2.56K | 0.02% | 240 |
|
|
2025
Q1 | $40.2K | Hold |
1,534
| – | – | 0.02% | 256 |
|
|
2024
Q4 | $38.1K | Buy |
1,534
+1,243
| +427% | +$30.9K | 0.02% | 255 |
|
|
2024
Q3 | $7.86K | Hold |
291
| – | – | ﹤0.01% | 370 |
|
|
2024
Q2 | $7.4K | Hold |
291
| – | – | ﹤0.01% | 361 |
|
|
2024
Q1 | $7.4K | Hold |
291
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $6.55K | Hold |
291
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $6.55K | Hold |
291
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $6.78K | Hold |
291
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $6.71K | Buy |
+291
| New | +$6.71K | 0.01% | 278 |
|