GeoWealth 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 | $71.9M | Sell |
2,447,433
-220,944
| -8% | -$6.49M | 2.81% | 8 |
|
|
2025
Q1 | $69.9M | Sell |
2,668,377
-83,370
| -3% | -$2.18M | 2.81% | 8 |
|
|
2024
Q4 | $68.4M | Buy |
2,751,747
+1,241,761
| +82% | +$30.9M | 2.24% | 8 |
|
|
2024
Q3 | $40.8M | Buy |
1,509,986
+49,613
| +3% | +$1.34M | 1.44% | 15 |
|
|
2024
Q2 | $37.1M | Sell |
1,460,373
-37,041
| -2% | -$942K | 1.62% | 13 |
|
|
2024
Q1 | $38.1M | Buy |
+1,497,414
| New | +$38.1M | 1.47% | 12 |
|