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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $949K | Buy |
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|
2025
Q2 | $885K | Sell |
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|
2025
Q1 | $897K | Sell |
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|
2024
Q4 | $923K | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $974K | Buy |
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|
2024
Q1 | $974K | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $972K | Sell |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.03M | Sell |
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|
2021
Q3 | $2.06M | Buy |
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