Morton Capital 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 | $69.4M | Buy |
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|
2025
Q2 | $64.2M | Buy |
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|
2025
Q1 | $55.5M | Buy |
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|
2024
Q4 | $50.7M | Sell |
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|
2024
Q3 | $56.2M | Sell |
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|
2024
Q2 | $54.1M | Buy |
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|
2024
Q1 | $52.7M | Buy |
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|
2023
Q4 | $48.5M | Buy |
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|
2023
Q3 | $42.9M | Buy |
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|
2023
Q2 | $43M | Buy |
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|
2023
Q1 | $41.6M | Sell |
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|
2022
Q4 | $41.3M | Buy |
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|
2022
Q3 | $34.6M | Buy |
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|
2022
Q2 | $38.9M | Buy |
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|
2022
Q1 | $42.6M | Buy |
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|
2021
Q4 | $43.5M | Buy |
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