Perigon Wealth Management’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 | $1.5M | Buy |
50,981
+86
| +0.2% | +$2.53K | 0.04% | 391 |
|
|
2025
Q1 | $1.33M | Buy |
50,895
+18
| +0% | +$472 | 0.03% | 386 |
|
|
2024
Q4 | $1.27M | Buy |
50,877
+71
| +0.1% | +$1.77K | 0.03% | 390 |
|
|
2024
Q3 | $1.37M | Sell |
50,806
-275
| -0.5% | -$7.43K | 0.04% | 358 |
|
|
2024
Q2 | $1.3M | Buy |
51,081
+37,306
| +271% | +$948K | 0.04% | 318 |
|
|
2024
Q1 | $350K | Buy |
13,775
+152
| +1% | +$3.87K | 0.01% | 631 |
|
|
2023
Q4 | $333K | Buy |
+13,623
| New | +$333K | 0.01% | 616 |
|