IFP 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 | $379K | Buy |
12,921
+522
| +4% | +$15.3K | 0.01% | 948 |
|
|
2025
Q1 | $325K | Buy |
12,399
+1,327
| +12% | +$34.8K | 0.01% | 948 |
|
|
2024
Q4 | $275K | Buy |
11,072
+1,888
| +21% | +$46.9K | 0.01% | 983 |
|
|
2024
Q3 | $248K | Buy |
9,184
+4,115
| +81% | +$111K | 0.01% | 988 |
|
|
2024
Q2 | $129K | Sell |
5,069
-3,753
| -43% | -$95.4K | 0.01% | 1251 |
|
|
2024
Q1 | $224K | Sell |
8,822
-2,310
| -21% | -$58.8K | 0.01% | 947 |
|
|
2023
Q4 | $272K | Sell |
11,132
-23,654
| -68% | -$578K | 0.01% | 823 |
|
|
2023
Q3 | $783K | Buy |
34,786
+2,617
| +8% | +$58.9K | 0.04% | 463 |
|
|
2023
Q2 | $750K | Buy |
32,169
+5,586
| +21% | +$130K | 0.03% | 519 |
|
|
2023
Q1 | $716K | Sell |
26,583
-22,828
| -46% | -$615K | 0.03% | 480 |
|
|
2022
Q4 | $1.35M | Sell |
49,411
-3,303
| -6% | -$90.5K | 0.04% | 501 |
|
|
2022
Q3 | $1.44M | Buy |
52,714
+17,476
| +50% | +$478K | 0.04% | 512 |
|
|
2022
Q2 | $964K | Hold |
35,238
| – | – | 0.03% | 596 |
|
|
2022
Q1 | $964K | Buy |
35,238
+33,968
| +2,675% | +$929K | 0.03% | 596 |
|
|
2021
Q4 | $33K | Buy |
1,270
+3
| +0.2% | +$78 | ﹤0.01% | 1696 |
|
|
2021
Q3 | $33K | Buy |
+1,267
| New | +$33K | ﹤0.01% | 1706 |
|