Evernest Financial Advisors’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 | $3.4M | Sell |
115,651
-2,963
| -2% | -$87K | 1.1% | 21 |
|
|
2025
Q1 | $3.11M | Sell |
118,614
-28,480
| -19% | -$746K | 1.12% | 21 |
|
|
2024
Q4 | $3.66M | Sell |
147,094
-29,839
| -17% | -$742K | 0.95% | 23 |
|
|
2024
Q3 | $4.78M | Buy |
176,933
+7,222
| +4% | +$195K | 1.29% | 17 |
|
|
2024
Q2 | $4.31M | Buy |
169,711
+12,989
| +8% | +$330K | 1.93% | 15 |
|
|
2024
Q1 | $3.86M | Sell |
156,722
-14,140
| -8% | -$348K | 1.83% | 15 |
|
|
2023
Q4 | $4.17M | Buy |
+170,862
| New | +$4.17M | 2.12% | 13 |
|
|
2021
Q4 | $3.79M | Buy |
+157,058
| New | +$3.79M | 1.96% | 14 |
|