MAI Capital Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.18M | Hold |
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|
2025
Q2 | $2.04M | Hold |
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|
2025
Q1 | $1.82M | Hold |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.99M | Hold |
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|
2024
Q2 | $1.88M | Hold |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.52M | Hold |
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|
2023
Q2 | $1.58M | Hold |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.53M | Hold |
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|
2022
Q3 | $1.34M | Hold |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.87M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.94M | Buy |
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