Mission Wealth 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 | $866K | Buy |
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|
2025
Q2 | $645K | Buy |
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|
2025
Q1 | $442K | Hold |
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|
2024
Q4 | $420K | Hold |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $414K | Hold |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $736K | Sell |
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|
2021
Q4 | $774K | Buy |
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