Safeguard Investment Advisory Group’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 | $885K | Sell |
30,127
-4,116
| -12% | -$121K | 0.22% | 53 |
|
|
2025
Q1 | $897K | Sell |
34,243
-2,868
| -8% | -$75.1K | 0.24% | 46 |
|
|
2024
Q4 | $923K | Sell |
37,111
-1,250
| -3% | -$31.1K | 0.25% | 40 |
|
|
2024
Q3 | $1.04M | Buy |
38,361
+48
| +0.1% | +$1.3K | 0.3% | 37 |
|
|
2024
Q2 | $974K | Buy |
38,313
+27
| +0.1% | +$686 | 0.3% | 37 |
|
|
2024
Q1 | $974K | Sell |
38,286
-3,438
| -8% | -$87.5K | 0.33% | 35 |
|
|
2023
Q4 | $1.02M | Sell |
41,724
-1,452
| -3% | -$35.5K | 0.38% | 32 |
|
|
2023
Q3 | $972K | Sell |
43,176
-6,944
| -14% | -$156K | 0.42% | 32 |
|
|
2023
Q2 | $1.17M | Sell |
50,120
-4,261
| -8% | -$99.3K | 0.5% | 32 |
|
|
2023
Q1 | $1.25M | Sell |
54,381
-11,409
| -17% | -$263K | 0.6% | 28 |
|
|
2022
Q4 | $1.42M | Sell |
65,790
-6,712
| -9% | -$145K | 0.88% | 25 |
|
|
2022
Q3 | $1.37M | Sell |
72,502
-4,220
| -6% | -$79.7K | 0.94% | 25 |
|
|
2022
Q2 | $1.91M | Buy |
+76,722
| New | +$1.91M | 1.18% | 23 |
|
|
2022
Q1 | – | Sell |
-77,697
| Closed | -$2.03M | – | 92 |
|
|
2021
Q4 | $2.03M | Sell |
77,697
-1,941
| -2% | -$50.7K | 1.18% | 21 |
|
|
2021
Q3 | $2.06M | Buy |
+79,638
| New | +$2.06M | 1.33% | 20 |
|