Root Financial Partners’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 | $368K | Buy |
12,517
+87
| +0.7% | +$2.56K | 0.04% | 160 |
|
|
2025
Q1 | $326K | Buy |
12,430
+18
| +0.1% | +$472 | 0.03% | 146 |
|
|
2024
Q4 | $309K | Buy |
+12,412
| New | +$309K | 0.04% | 153 |
|
|
2024
Q1 | – | Sell |
-11,948
| Closed | -$292K | – | 99 |
|
|
2023
Q4 | $292K | Buy |
11,948
+2,540
| +27% | +$62K | 0.11% | 64 |
|
|
2023
Q3 | $212K | Buy |
9,408
+88
| +0.9% | +$1.98K | 0.11% | 64 |
|
|
2023
Q2 | $217K | Buy |
9,320
+121
| +1% | +$2.82K | 0.13% | 60 |
|
|
2023
Q1 | $212K | Buy |
+9,199
| New | +$212K | 0.15% | 61 |
|