Meridian Wealth Partners’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 | $27.9M | Buy |
950,768
+2,186
| +0.2% | +$64.2K | 4.05% | 5 |
|
|
2025
Q1 | $24.9M | Sell |
948,582
-53,640
| -5% | -$1.41M | 3.97% | 5 |
|
|
2024
Q4 | $24.9M | Sell |
1,002,222
-2,979
| -0.3% | -$74.1K | 3.78% | 5 |
|
|
2024
Q3 | $27.2M | Sell |
1,005,201
-9,773
| -1% | -$264K | 4.22% | 5 |
|
|
2024
Q2 | $25.8M | Sell |
1,014,974
-14,725
| -1% | -$374K | 4.56% | 5 |
|
|
2024
Q1 | $26.2M | Sell |
1,029,699
-28,865
| -3% | -$734K | 4.73% | 6 |
|
|
2023
Q4 | $25.9M | Sell |
1,058,564
-20,111
| -2% | -$491K | 4.93% | 6 |
|
|
2023
Q3 | $24.3M | Sell |
1,078,675
-16,174
| -1% | -$364K | 5.06% | 6 |
|
|
2023
Q2 | $25.5M | Sell |
1,094,849
-19,969
| -2% | -$465K | 5.24% | 6 |
|
|
2023
Q1 | $25.7M | Sell |
1,114,818
-10,551
| -0.9% | -$243K | 5.6% | 6 |
|
|
2022
Q4 | $24.3M | Buy |
1,125,369
+23,961
| +2% | +$518K | 5.62% | 6 |
|
|
2022
Q3 | $20.8M | Sell |
1,101,408
-60,627
| -5% | -$1.15M | 5.21% | 6 |
|
|
2022
Q2 | $24.9M | Buy |
1,162,035
+8,272
| +0.7% | +$177K | 5.92% | 6 |
|
|
2022
Q1 | $28.8M | Buy |
1,153,763
+25,286
| +2% | +$631K | 6.06% | 5 |
|
|
2021
Q4 | $29.5M | Sell |
1,128,477
-30,500
| -3% | -$796K | 5.9% | 5 |
|
|
2021
Q3 | $30M | Buy |
+1,158,977
| New | +$30M | 6.49% | 5 |
|