Kingsview Wealth Management’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 | $366K | Buy |
12,473
+151
| +1% | +$4.44K | 0.01% | 878 |
|
|
2025
Q1 | $323K | Buy |
12,322
+30
| +0.2% | +$786 | 0.01% | 867 |
|
|
2024
Q4 | $306K | Buy |
12,292
+473
| +4% | +$11.8K | 0.01% | 901 |
|
|
2024
Q3 | $319K | Buy |
11,819
+82
| +0.7% | +$2.22K | 0.01% | 869 |
|
|
2024
Q2 | $298K | Buy |
11,737
+135
| +1% | +$3.43K | 0.01% | 836 |
|
|
2024
Q1 | $295K | Buy |
11,602
+13
| +0.1% | +$331 | 0.01% | 820 |
|
|
2023
Q4 | $283K | Buy |
11,589
+85
| +0.7% | +$2.08K | 0.01% | 787 |
|
|
2023
Q3 | $259K | Buy |
11,504
+107
| +0.9% | +$2.41K | 0.01% | 805 |
|
|
2023
Q2 | $266K | Buy |
11,397
+148
| +1% | +$3.45K | 0.01% | 782 |
|
|
2023
Q1 | $259K | Sell |
11,249
-10,407
| -48% | -$240K | 0.01% | 765 |
|
|
2022
Q4 | $468K | Hold |
21,656
| – | – | 0.02% | 526 |
|
|
2022
Q3 | $409K | Buy |
+21,656
| New | +$409K | 0.02% | 548 |
|