North Ridge Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
491,243
-7,743
| -2% | -$227K | 8.86% | 2 |
|
|
2025
Q1 | $13.1M | Buy |
498,986
+27,017
| +6% | +$708K | 8.73% | 2 |
|
|
2024
Q4 | $11.7M | Buy |
471,969
+8,681
| +2% | +$216K | 8.12% | 2 |
|
|
2024
Q3 | $12.5M | Buy |
463,288
+7,396
| +2% | +$200K | 8.51% | 2 |
|
|
2024
Q2 | $11.6M | Buy |
455,892
+8,568
| +2% | +$218K | 8.8% | 2 |
|
|
2024
Q1 | $11.4M | Buy |
447,324
+7,437
| +2% | +$189K | 8.83% | 2 |
|
|
2023
Q4 | $10.7M | Buy |
439,887
+4,344
| +1% | +$106K | 8.94% | 2 |
|
|
2023
Q3 | $9.81M | Buy |
435,543
+14,579
| +3% | +$328K | 9.55% | 2 |
|
|
2023
Q2 | $9.81M | Buy |
420,964
+4,173
| +1% | +$97.3K | 9.38% | 2 |
|
|
2023
Q1 | $9.61M | Buy |
+416,791
| New | +$9.61M | 9.62% | 2 |
|