Samalin Investment Counsel’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 | $241K | Sell |
8,199
-83
| -1% | -$2.44K | 0.09% | 275 |
|
|
2025
Q1 | $217K | Buy |
+8,282
| New | +$217K | 0.09% | 284 |
|
|
2024
Q4 | – | Sell |
-7,640
| Closed | -$206K | – | 303 |
|
|
2024
Q3 | $206K | Buy |
+7,640
| New | +$206K | 0.09% | 261 |
|
|
2023
Q3 | – | Sell |
-9,736
| Closed | -$227K | – | 262 |
|
|
2023
Q2 | $227K | Buy |
9,736
+173
| +2% | +$4.03K | 0.12% | 226 |
|
|
2023
Q1 | $221K | Buy |
9,563
+213
| +2% | +$4.91K | 0.13% | 210 |
|
|
2022
Q4 | $202K | Buy |
+9,350
| New | +$202K | 0.13% | 224 |
|