EverSource 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
Q3 | $4.27M | Buy |
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|
2025
Q2 | $3.83M | Sell |
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|
2025
Q1 | $3.65M | Sell |
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|
2024
Q4 | $3.56M | Buy |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $983K | Buy |
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