Monograph Wealth 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
Q2 | $169M | Buy |
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|
2025
Q1 | $145M | Buy |
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|
2024
Q4 | $136M | Sell |
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|
2024
Q3 | $152M | Buy |
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|
2024
Q2 | $140M | Buy |
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|
2024
Q1 | $131M | Buy |
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|
2023
Q4 | $115M | Buy |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $104M | Buy |
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|
2023
Q1 | $96.3M | Buy |
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|
2022
Q4 | $84.8M | Buy |
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|
2022
Q3 | $69.2M | Sell |
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|
2022
Q2 | $96.4M | Sell |
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|
2022
Q1 | $113M | Buy |
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|
2021
Q4 | $108M | Buy |
|