Sage Financial 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 | $301K | Hold |
10,263
| – | – | 0.02% | 85 |
|
|
2025
Q1 | $269K | Hold |
10,263
| – | – | 0.02% | 91 |
|
|
2024
Q4 | $255K | Hold |
10,263
| – | – | 0.02% | 93 |
|
|
2024
Q3 | $277K | Sell |
10,263
-1,500
| -13% | -$40.5K | 0.02% | 94 |
|
|
2024
Q2 | $299K | Hold |
11,763
| – | – | 0.03% | 87 |
|
|
2024
Q1 | $299K | Hold |
11,763
| – | – | 0.03% | 87 |
|
|
2023
Q4 | $287K | Hold |
11,763
| – | – | 0.03% | 89 |
|
|
2023
Q3 | $265K | Sell |
11,763
-4,965
| -30% | -$112K | 0.03% | 89 |
|
|
2023
Q2 | $390K | Buy |
16,728
+4,965
| +42% | +$116K | 0.04% | 71 |
|
|
2023
Q1 | $271K | Hold |
11,763
| – | – | 0.03% | 86 |
|
|
2022
Q4 | $254K | Hold |
11,763
| – | – | 0.03% | 86 |
|
|
2022
Q3 | $222K | Hold |
11,763
| – | – | 0.03% | 85 |
|
|
2022
Q2 | $252K | Sell |
11,763
-2,340
| -17% | -$50.1K | 0.03% | 79 |
|
|
2022
Q1 | $352K | Hold |
14,103
| – | – | 0.04% | 50 |
|
|
2021
Q4 | $368K | Hold |
14,103
| – | – | 0.04% | 50 |
|
|
2021
Q3 | $365K | Buy |
+14,103
| New | +$365K | 0.04% | 47 |
|