Global Retirement Partners’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 | $2.87M | Buy |
+97,722
| New | +$2.87M | 0.07% | 249 |
|
2024
Q4 | $2.77M | Buy |
111,270
+11,673
| +12% | +$290K | 0.08% | 242 |
|
2024
Q3 | $2.69M | Buy |
99,597
+3,870
| +4% | +$105K | 0.08% | 232 |
|
2024
Q2 | $2.43M | Buy |
95,727
+6,664
| +7% | +$169K | 0.08% | 248 |
|
2024
Q1 | $2.27M | Buy |
89,063
+1,750
| +2% | +$44.5K | 0.08% | 229 |
|
2023
Q4 | $2.07M | Buy |
87,313
+6,596
| +8% | +$156K | 0.09% | 221 |
|
2023
Q3 | $1.76M | Sell |
80,717
-2,483
| -3% | -$54.3K | 0.09% | 208 |
|
2023
Q2 | $1.94M | Buy |
83,200
+1,119
| +1% | +$26.1K | 0.09% | 202 |
|
2023
Q1 | $1.9M | Buy |
82,081
+12,927
| +19% | +$300K | 0.1% | 202 |
|
2022
Q4 | $1.49M | Buy |
69,154
+12,945
| +23% | +$280K | 0.1% | 201 |
|
2022
Q3 | $1.11M | Sell |
56,209
-813
| -1% | -$16K | 0.08% | 236 |
|
2022
Q2 | $1.22M | Buy |
57,022
+2,107
| +4% | +$45.2K | 0.1% | 213 |
|
2022
Q1 | $1.28M | Buy |
+54,915
| New | +$1.28M | 0.1% | 213 |
|
2021
Q4 | – | Sell |
-3,532
| Closed | -$91K | – | 572 |
|
2021
Q3 | $91K | Buy |
+3,532
| New | +$91K | 0.01% | 674 |
|