IWA
Intercontinental Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $272K | Buy |
11,680
+180
| +2% | +$4.2K | 0.07% | 270 |
|
|
2023
Q1 | $265K | Hold |
11,500
| – | – | 0.07% | 272 |
|
|
2022
Q4 | $248K | Hold |
11,500
| – | – | 0.07% | 251 |
|
|
2022
Q3 | $217K | Hold |
11,500
| – | – | 0.07% | 251 |
|
|
2022
Q2 | $247K | Buy |
+11,500
| New | +$247K | 0.07% | 252 |
|