Kingswood Wealth Advisors’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
$2.69M Sell
91,508
-3,992
-4% -$117K 0.21% 109
2025
Q1
$2.5M Buy
95,500
+1,037
+1% +$27.2K 0.23% 103
2024
Q4
$2.35M Buy
94,463
+42,123
+80% +$1.05M 0.18% 126
2024
Q3
$1.41M Buy
+52,340
New +$1.41M 0.1% 231