Guardian Wealth Advisors (North Carolina)’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 | $13.5K | Hold |
460
| – | – | ﹤0.01% | 466 |
|
|
2025
Q1 | $12.1K | Hold |
460
| – | – | ﹤0.01% | 452 |
|
|
2024
Q4 | $11.4K | Buy |
+460
| New | +$11.4K | ﹤0.01% | 435 |
|
|
2023
Q2 | – | Sell |
-511
| Closed | -$11.8K | – | 418 |
|
|
2023
Q1 | $11.8K | Hold |
511
| – | – | ﹤0.01% | 331 |
|
|
2022
Q4 | $11K | Hold |
511
| – | – | ﹤0.01% | 315 |
|
|
2022
Q3 | $10K | Hold |
511
| – | – | ﹤0.01% | 288 |
|
|
2022
Q2 | $11K | Buy |
+511
| New | +$11K | ﹤0.01% | 282 |
|