Market Street Wealth Management 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 | $1.15M | Buy |
39,133
+1,672
| +4% | +$49.1K | 0.19% | 50 |
|
|
2025
Q1 | $981K | Buy |
37,461
+1,514
| +4% | +$39.7K | 0.17% | 52 |
|
|
2024
Q4 | $894K | Buy |
35,947
+9,235
| +35% | +$230K | 0.15% | 53 |
|
|
2024
Q3 | $721K | Buy |
26,712
+31
| +0.1% | +$837 | 0.12% | 59 |
|
|
2024
Q2 | $678K | Sell |
26,681
-402
| -1% | -$10.2K | 0.12% | 60 |
|
|
2024
Q1 | $689K | Buy |
27,083
+1,140
| +4% | +$29K | 0.12% | 62 |
|
|
2023
Q4 | $634K | Buy |
25,943
+10,949
| +73% | +$267K | 0.13% | 68 |
|
|
2023
Q3 | $338K | Sell |
14,994
-284
| -2% | -$6.4K | 0.09% | 81 |
|
|
2023
Q2 | $356K | Hold |
15,278
| – | – | 0.09% | 77 |
|
|
2023
Q1 | $352K | Hold |
15,278
| – | – | 0.09% | 83 |
|
|
2022
Q4 | $330K | Sell |
15,278
-131,217
| -90% | -$2.83M | 0.1% | 82 |
|
|
2022
Q3 | $2.77M | Buy |
+146,495
| New | +$2.77M | 0.88% | 25 |
|