Moneta Group Investment Advisors’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 | $631K | Buy |
|
|||||
|
2025
Q2 | $589K | Sell |
|
|||||
|
2025
Q1 | $590K | Sell |
|
|||||
|
2024
Q4 | $665K | Buy |
|
|||||
|
2024
Q3 | $711K | Buy |
|
|||||
|
2024
Q2 | $495K | Buy |
|
|||||
|
2024
Q1 | $468K | Buy |
|
|||||
|
2023
Q4 | $449K | Sell |
|
|||||
|
2023
Q3 | $505K | Buy |
|
|||||
|
2023
Q2 | $407K | Buy |
|
|||||
|
2023
Q1 | $399K | Buy |
|
|||||
|
2022
Q4 | $373K | Sell |
|
|||||
|
2022
Q3 | $323K | Sell |
|
|||||
|
2022
Q2 | $394K | Sell |
|
|||||
|
2022
Q1 | $671K | Buy |
|
|||||
|
2021
Q4 | $702K | Buy |
|
|||||
|
2021
Q3 | $692K | Buy |
|