Marcum Wealth’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
Q1 | $221K | Buy |
8,422
+7
| +0.1% | +$183 | 0.02% | 348 |
|
|
2024
Q4 | $209K | Buy |
8,415
+27
| +0.3% | +$671 | 0.02% | 354 |
|
|
2024
Q3 | $227K | Buy |
8,388
+19
| +0.2% | +$513 | 0.02% | 336 |
|
|
2024
Q2 | $213K | Sell |
8,369
-54
| -0.6% | -$1.37K | 0.02% | 330 |
|
|
2024
Q1 | $214K | Buy |
8,423
+89
| +1% | +$2.26K | 0.02% | 330 |
|
|
2023
Q4 | $204K | Buy |
+8,334
| New | +$204K | 0.02% | 334 |
|