Mogy Joel R Investment Counsel’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
Q1 | – | Sell |
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|
2024
Q4 | $59.3K | Hold |
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|
2024
Q3 | $64.4K | Sell |
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|
2024
Q2 | $85.2K | Hold |
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|
2024
Q1 | $85.2K | Sell |
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|
2023
Q4 | $133K | Hold |
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|
2023
Q3 | $123K | Sell |
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|
2023
Q2 | $160K | Hold |
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|
2023
Q1 | $158K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Buy |
|