Independent Wealth Network’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 | $567K | Hold |
19,310
| – | – | 0.21% | 126 |
|
|
2025
Q1 | $506K | Sell |
19,310
-1,200
| -6% | -$31.4K | 0.2% | 128 |
|
|
2024
Q4 | $510K | Sell |
20,510
-2,191
| -10% | -$54.5K | 0.21% | 122 |
|
|
2024
Q3 | $613K | Hold |
22,701
| – | – | 0.27% | 95 |
|
|
2024
Q2 | $577K | Hold |
22,701
| – | – | 0.27% | 98 |
|
|
2024
Q1 | $578K | Sell |
22,701
-300
| -1% | -$7.63K | 0.27% | 97 |
|
|
2023
Q4 | $562K | Sell |
23,001
-4,894
| -18% | -$120K | 0.3% | 88 |
|
|
2023
Q3 | $628K | Hold |
27,895
| – | – | 0.39% | 65 |
|
|
2023
Q2 | $650K | Hold |
27,895
| – | – | 0.39% | 64 |
|
|
2023
Q1 | $643K | Hold |
27,895
| – | – | 0.41% | 56 |
|
|
2022
Q4 | $603K | Sell |
27,895
-4,921
| -15% | -$106K | 0.41% | 54 |
|
|
2022
Q3 | $620K | Hold |
32,816
| – | – | 0.48% | 48 |
|
|
2022
Q2 | $704K | Buy |
32,816
+1,900
| +6% | +$40.8K | 0.51% | 46 |
|
|
2022
Q1 | $771K | Hold |
30,916
| – | – | 0.49% | 51 |
|
|
2021
Q4 | $807K | Buy |
30,916
+200
| +0.7% | +$5.22K | 0.5% | 47 |
|
|
2021
Q3 | $818K | Buy |
+30,716
| New | +$818K | 0.53% | 47 |
|