Lantern 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 | $3.38M | Buy |
+115,123
| New | +$3.38M | 2.01% | 13 |
|
|
2024
Q4 | $3.06M | Buy |
123,041
+420
| +0.3% | +$10.4K | 1.99% | 14 |
|
|
2024
Q3 | $881K | Buy |
122,621
+910
| +0.7% | +$6.54K | 0.61% | 43 |
|
|
2024
Q2 | $3.09M | Buy |
121,711
+526
| +0.4% | +$13.4K | 2.24% | 11 |
|
|
2024
Q1 | $3.08M | Buy |
121,185
+5,770
| +5% | +$147K | 2.17% | 12 |
|
|
2023
Q4 | $2.82M | Buy |
+115,415
| New | +$2.82M | 2.21% | 11 |
|