MAM
McLean Asset Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,334
| Closed | -$202K | – | 133 |
|
|
2022
Q4 | $202K | Buy |
+9,334
| New | +$202K | 0.07% | 132 |
|
|
2022
Q1 | – | Sell |
-9,334
| Closed | -$249K | – | 133 |
|
|
2021
Q4 | $249K | Hold |
9,334
| – | – | 0.1% | 111 |
|
|
2021
Q3 | $249K | Buy |
+9,334
| New | +$249K | 0.1% | 110 |
|