Great Valley Advisor Group’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 | – | Sell |
-10,601
| Closed | -$278K | – | 901 |
|
|
2025
Q1 | $278K | Sell |
10,601
-1,000
| -9% | -$26.2K | 0.01% | 748 |
|
|
2024
Q4 | $288K | Hold |
11,601
| – | – | 0.01% | 701 |
|
|
2024
Q3 | $313K | Sell |
11,601
-501
| -4% | -$13.5K | 0.01% | 678 |
|
|
2024
Q2 | $308K | Hold |
12,102
| – | – | 0.01% | 639 |
|
|
2024
Q1 | $308K | Hold |
12,102
| – | – | 0.01% | 603 |
|
|
2023
Q4 | $296K | Buy |
+12,102
| New | +$296K | 0.01% | 582 |
|