Independent Advisor Alliance’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
Q1 | – | Sell |
-8,157
| Closed | -$203K | – | 908 |
|
|
2024
Q4 | $203K | Buy |
+8,157
| New | +$203K | ﹤0.01% | 1288 |
|
|
2024
Q3 | – | Sell |
-34,555
| Closed | -$878K | – | 721 |
|
|
2024
Q2 | $878K | Sell |
34,555
-14,331
| -29% | -$364K | 0.03% | 350 |
|
|
2024
Q1 | $1.24M | Buy |
48,886
+15,476
| +46% | +$394K | 0.04% | 285 |
|
|
2023
Q4 | $816K | Buy |
33,410
+11,370
| +52% | +$278K | 0.03% | 341 |
|
|
2023
Q3 | $496K | Buy |
22,040
+6,359
| +41% | +$143K | 0.02% | 416 |
|
|
2023
Q2 | $366K | Buy |
+15,681
| New | +$366K | 0.02% | 487 |
|