SWA
Sax Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Sell |
266,308
-4,961
| -2% | -$146K | 0.47% | 35 |
|
|
2025
Q1 | $7.11M | Sell |
271,269
-2,966
| -1% | -$77.7K | 0.51% | 33 |
|
|
2024
Q4 | $6.82M | Sell |
274,235
-11,089
| -4% | -$276K | 0.53% | 29 |
|
|
2024
Q3 | $7.71M | Buy |
285,324
+6,753
| +2% | +$182K | 0.69% | 24 |
|
|
2024
Q2 | $7.08M | Buy |
278,571
+200,288
| +256% | +$5.09M | 0.67% | 27 |
|
|
2024
Q1 | $1.99M | Buy |
78,283
+1,446
| +2% | +$36.8K | 0.23% | 47 |
|
|
2023
Q4 | $1.88M | Buy |
76,837
+11
| +0% | +$269 | 0.31% | 54 |
|
|
2023
Q3 | $1.73M | Sell |
76,826
-1,592
| -2% | -$35.9K | 0.34% | 49 |
|
|
2023
Q2 | $1.83M | Sell |
78,418
-8,642
| -10% | -$201K | 0.36% | 48 |
|
|
2023
Q1 | $2.01M | Sell |
87,060
-21,760
| -20% | -$502K | 0.44% | 43 |
|
|
2022
Q4 | $2.35M | Sell |
108,820
-2,143
| -2% | -$46.3K | 0.54% | 36 |
|
|
2022
Q3 | $2.1M | Sell |
110,963
-2,209
| -2% | -$41.7K | 0.54% | 34 |
|
|
2022
Q2 | $2.43M | Sell |
113,172
-2,033
| -2% | -$43.6K | 0.62% | 33 |
|
|
2022
Q1 | $2.87M | Sell |
115,205
-23,409
| -17% | -$584K | 0.7% | 31 |
|
|
2021
Q4 | $3.62M | Buy |
+138,614
| New | +$3.62M | 0.75% | 28 |
|