Herold 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 | $3.35M | Sell |
113,893
-13,003
| -10% | -$382K | 0.7% | 34 |
|
|
2025
Q1 | $3.32M | Buy |
126,896
+3,855
| +3% | +$101K | 0.73% | 30 |
|
|
2024
Q4 | $3.06M | Buy |
123,041
+800
| +0.7% | +$19.9K | 0.67% | 36 |
|
|
2024
Q3 | $3.3M | Buy |
122,241
+530
| +0.4% | +$14.3K | 0.72% | 33 |
|
|
2024
Q2 | $3.09M | Buy |
121,711
+1,616
| +1% | +$41.1K | 0.72% | 34 |
|
|
2024
Q1 | $3.06M | Buy |
120,095
+4,680
| +4% | +$119K | 0.74% | 36 |
|
|
2023
Q4 | $2.82M | Buy |
+115,415
| New | +$2.82M | 0.78% | 36 |
|