Independent Wealth Network’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $606K | Hold |
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|
2025
Q2 | $567K | Hold |
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|
2025
Q1 | $506K | Sell |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $613K | Hold |
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|
2024
Q2 | $577K | Hold |
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|
2024
Q1 | $578K | Sell |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $628K | Hold |
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|
2023
Q2 | $650K | Hold |
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|
2023
Q1 | $643K | Hold |
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|
2022
Q4 | $603K | Sell |
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|
2022
Q3 | $620K | Hold |
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|
2022
Q2 | $704K | Buy |
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|
2022
Q1 | $771K | Hold |
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|
2021
Q4 | $807K | Buy |
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|
2021
Q3 | $818K | Buy |
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