KSWA
Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
44,619
+4,079
| +10% | +$120K | 0.51% | 40 |
|
|
2025
Q1 | $1.06M | Sell |
40,540
-12,455
| -24% | -$326K | 0.44% | 41 |
|
|
2024
Q4 | $1.32M | Buy |
52,995
+2,275
| +4% | +$56.5K | 0.55% | 38 |
|
|
2024
Q3 | $1.37M | Buy |
50,720
+8,898
| +21% | +$240K | 0.56% | 40 |
|
|
2024
Q2 | $1.07M | Buy |
41,822
+10,007
| +31% | +$256K | 0.49% | 43 |
|
|
2024
Q1 | $805K | Buy |
31,815
+18,523
| +139% | +$469K | 0.38% | 54 |
|
|
2023
Q4 | $319K | Buy |
13,292
+7,978
| +150% | +$191K | 0.16% | 86 |
|
|
2023
Q3 | $117K | Buy |
5,314
+5,300
| +37,857% | +$116K | 0.07% | 105 |
|
|
2023
Q2 | $326 | Buy |
+14
| New | +$326 | ﹤0.01% | 165 |
|