Sax Wealth 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 | $8.1M | Sell |
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|
2025
Q2 | $7.82M | Sell |
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|
2025
Q1 | $7.11M | Sell |
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|
2024
Q4 | $6.82M | Sell |
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|
2024
Q3 | $7.71M | Buy |
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|
2024
Q2 | $7.08M | Buy |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.35M | Sell |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $2.87M | Sell |
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|
2021
Q4 | $3.62M | Buy |
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