Grunden Financial Advisory’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 | $15.3M | Sell |
519,382
-10,625
| -2% | -$312K | 6.74% | 6 |
|
|
2025
Q1 | $13.9M | Sell |
530,007
-24,748
| -4% | -$648K | 6.75% | 6 |
|
|
2024
Q4 | $13.8M | Sell |
554,755
-732
| -0.1% | -$18.2K | 6.66% | 6 |
|
|
2024
Q3 | $15M | Buy |
555,487
+11,007
| +2% | +$297K | 7.37% | 6 |
|
|
2024
Q2 | $13.8M | Sell |
544,480
-4,210
| -0.8% | -$107K | 7.23% | 6 |
|
|
2024
Q1 | $14M | Sell |
548,690
-10,307
| -2% | -$262K | 7.42% | 6 |
|
|
2023
Q4 | $13.7M | Buy |
+558,997
| New | +$13.7M | 7.67% | 6 |
|