Sage Mountain Advisors’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 | $382K | Hold |
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|
2025
Q2 | $358K | Hold |
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|
2025
Q1 | $319K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $355K | Hold |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $335K | Hold |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $390K | Buy |
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