EP Wealth Advisors’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
Q2 | $12.2M | Sell |
|
|||||
|
2025
Q1 | $14.4M | Sell |
|
|||||
|
2024
Q4 | $15.5M | Buy |
|
|||||
|
2024
Q3 | $9.79M | Sell |
|
|||||
|
2024
Q2 | $9.34M | Sell |
|
|||||
|
2024
Q1 | $9.43M | Sell |
|
|||||
|
2023
Q4 | $9.16M | Sell |
|
|||||
|
2023
Q3 | $8.67M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $10.3M | Sell |
|
|||||
|
2022
Q1 | $13M | Buy |
|