EWA
EverSource Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Sell |
130,350
-8,873
| -6% | -$261K | 0.17% | 113 |
|
|
2025
Q1 | $3.65M | Sell |
139,223
-4,080
| -3% | -$107K | 0.2% | 104 |
|
|
2024
Q4 | $3.56M | Buy |
143,303
+63,132
| +79% | +$1.57M | 0.2% | 101 |
|
|
2024
Q3 | $2.17M | Buy |
80,171
+6,645
| +9% | +$179K | 0.14% | 132 |
|
|
2024
Q2 | $1.91M | Buy |
73,526
+1,826
| +3% | +$47.5K | 0.13% | 138 |
|
|
2024
Q1 | $1.79M | Buy |
71,700
+6,329
| +10% | +$158K | 0.14% | 129 |
|
|
2023
Q4 | $1.6M | Buy |
65,371
+2,609
| +4% | +$63.7K | 0.15% | 132 |
|
|
2023
Q3 | $1.41M | Sell |
62,762
-1,151
| -2% | -$25.9K | 0.15% | 132 |
|
|
2023
Q2 | $1.49M | Buy |
63,913
+138
| +0.2% | +$3.22K | 0.16% | 122 |
|
|
2023
Q1 | $1.47M | Buy |
63,775
+5,295
| +9% | +$122K | 0.18% | 107 |
|
|
2022
Q4 | $1.26M | Sell |
58,480
-1,984
| -3% | -$42.9K | 0.19% | 101 |
|
|
2022
Q3 | $1.14M | Sell |
60,464
-7,702
| -11% | -$145K | 0.26% | 74 |
|
|
2022
Q2 | $1.46M | Buy |
68,166
+19,237
| +39% | +$412K | 0.38% | 55 |
|
|
2022
Q1 | $1.22M | Buy |
48,929
+11,290
| +30% | +$282K | 0.31% | 60 |
|
|
2021
Q4 | $983K | Buy |
+37,639
| New | +$983K | 0.28% | 63 |
|