Nicolet Advisory Services’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 | $346K | Hold |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q3 | $713K | Buy |
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