Porter White 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 | $9.04M | Sell |
307,768
-15,701
| -5% | -$461K | 4.21% | 4 |
|
|
2025
Q1 | $8.47M | Buy |
323,469
+15,691
| +5% | +$411K | 4.19% | 4 |
|
|
2024
Q4 | $7.65M | Buy |
307,778
+4,210
| +1% | +$105K | 3.88% | 4 |
|
|
2024
Q3 | $8.2M | Sell |
303,568
-2,511
| -0.8% | -$67.8K | 4.11% | 4 |
|
|
2024
Q2 | $7.78M | Sell |
306,079
-2,101
| -0.7% | -$53.4K | 4.17% | 4 |
|
|
2024
Q1 | $7.84M | Sell |
308,180
-10,515
| -3% | -$268K | 4.17% | 4 |
|
|
2023
Q4 | $7.78M | Buy |
318,695
+884
| +0.3% | +$21.6K | 4.85% | 3 |
|
|
2023
Q3 | $7.16M | Buy |
317,811
+2,579
| +0.8% | +$58.1K | 5.47% | 3 |
|
|
2023
Q2 | $7.35M | Sell |
315,232
-7,734
| -2% | -$180K | 5.81% | 3 |
|
|
2023
Q1 | $7.45M | Sell |
322,966
-15,097
| -4% | -$348K | 6.39% | 3 |
|
|
2022
Q4 | $7.3M | Buy |
+338,063
| New | +$7.3M | 6.47% | 3 |
|