Geneos Wealth Management’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 | $335K | Sell |
11,395
-11,769
| -51% | -$346K | 0.01% | 826 |
|
|
2025
Q1 | $607K | Buy |
23,164
+20,925
| +935% | +$548K | 0.01% | 821 |
|
|
2024
Q4 | $55.7K | Buy |
2,239
+7
| +0.3% | +$174 | ﹤0.01% | 1271 |
|
|
2024
Q3 | $60.3K | Hold |
2,232
| – | – | ﹤0.01% | 1132 |
|
|
2024
Q2 | $56.7K | Sell |
2,232
-6,914
| -76% | -$176K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $233K | Buy |
+9,146
| New | +$233K | 0.01% | 661 |
|
|
2022
Q2 | – | Sell |
-967
| Closed | -$24K | – | 2629 |
|
|
2022
Q1 | $24K | Buy |
+967
| New | +$24K | ﹤0.01% | 1706 |
|