Glass Jacobson Investment 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 | $175K | Sell |
5,974
-21,991
| -79% | -$646K | 0.07% | 188 |
|
|
2025
Q1 | $695K | Hold |
27,965
| – | – | 0.23% | 115 |
|
|
2024
Q4 | $695K | Sell |
27,965
-8,874
| -24% | -$221K | 0.23% | 115 |
|
|
2024
Q3 | $995K | Buy |
36,839
+206
| +0.6% | +$5.56K | 0.33% | 92 |
|
|
2024
Q2 | $931K | Buy |
36,633
+357
| +1% | +$9.08K | 0.34% | 92 |
|
|
2024
Q1 | $923K | Sell |
36,276
-1,183
| -3% | -$30.1K | 0.35% | 89 |
|
|
2023
Q4 | $915K | Buy |
37,459
+3,850
| +11% | +$94K | 0.37% | 86 |
|
|
2023
Q3 | $757K | Buy |
33,609
+3,997
| +13% | +$90K | 0.35% | 89 |
|
|
2023
Q2 | $690K | Buy |
+29,612
| New | +$690K | 0.32% | 93 |
|
|
2022
Q4 | $12.2K | Buy |
+565
| New | +$12.2K | 0.01% | 491 |
|