Perennial Investment 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 | $226K | Hold |
7,678
| – | – | 0.02% | 414 |
|
|
2025
Q1 | $201K | Buy |
+7,678
| New | +$201K | 0.02% | 413 |
|
|
2024
Q4 | – | Sell |
-7,833
| Closed | -$212K | – | 402 |
|
|
2024
Q3 | $212K | Buy |
+7,833
| New | +$212K | 0.03% | 352 |
|
|
2024
Q2 | – | Sell |
-7,924
| Closed | -$202K | – | 362 |
|
|
2024
Q1 | $202K | Buy |
+7,924
| New | +$202K | 0.03% | 324 |
|