Investmark Advisory Group’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 | $1.54M | Sell |
52,284
-238
| -0.5% | -$6.99K | 0.72% | 39 |
|
|
2025
Q1 | $1.38M | Sell |
52,522
-539
| -1% | -$14.1K | 0.68% | 36 |
|
|
2024
Q4 | $1.32M | Buy |
53,061
+3,175
| +6% | +$78.9K | 0.65% | 41 |
|
|
2024
Q3 | $1.35M | Buy |
49,886
+123
| +0.2% | +$3.32K | 0.65% | 39 |
|
|
2024
Q2 | $1.26M | Sell |
49,763
-643
| -1% | -$16.3K | 0.67% | 40 |
|
|
2024
Q1 | $1.28M | Buy |
50,406
+783
| +2% | +$19.9K | 0.7% | 37 |
|
|
2023
Q4 | $1.21M | Buy |
49,623
+1,676
| +3% | +$40.9K | 0.71% | 36 |
|
|
2023
Q3 | $1.08M | Buy |
47,947
+663
| +1% | +$14.9K | 0.73% | 35 |
|
|
2023
Q2 | $1.1M | Buy |
47,284
+1,234
| +3% | +$28.8K | 0.74% | 34 |
|
|
2023
Q1 | $1.06M | Buy |
46,050
+2,572
| +6% | +$59.3K | 0.78% | 32 |
|
|
2022
Q4 | $939K | Buy |
43,478
+75
| +0.2% | +$1.62K | 0.7% | 37 |
|
|
2022
Q3 | $819K | Buy |
43,403
+346
| +0.8% | +$6.53K | 0.74% | 34 |
|
|
2022
Q2 | $923K | Buy |
43,057
+2,934
| +7% | +$62.9K | 0.91% | 24 |
|
|
2022
Q1 | $1M | Buy |
40,123
+9,320
| +30% | +$233K | 1.03% | 23 |
|
|
2021
Q4 | $804K | Buy |
+30,803
| New | +$804K | 0.75% | 26 |
|