SHFA
SC&H Financial 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 | $7.65M | Buy |
260,534
+30,869
| +13% | +$907K | 1.31% | 18 |
|
|
2025
Q1 | $6.02M | Buy |
229,665
+17,827
| +8% | +$467K | 1.18% | 18 |
|
|
2024
Q4 | $5.27M | Buy |
211,838
+1,576
| +0.7% | +$39.2K | 1.09% | 18 |
|
|
2024
Q3 | $5.68M | Buy |
210,262
+5,244
| +3% | +$142K | 1.24% | 16 |
|
|
2024
Q2 | $5.21M | Buy |
205,018
+7,073
| +4% | +$180K | 1.28% | 16 |
|
|
2024
Q1 | $5.04M | Buy |
197,945
+3,346
| +2% | +$85.1K | 1.31% | 16 |
|
|
2023
Q4 | $4.75M | Buy |
194,599
+1,179
| +0.6% | +$28.8K | 1.37% | 16 |
|
|
2023
Q3 | $4.36M | Buy |
193,420
+6,712
| +4% | +$151K | 1.45% | 15 |
|
|
2023
Q2 | $4.35M | Buy |
186,708
+2,273
| +1% | +$53K | 1.44% | 15 |
|
|
2023
Q1 | $4.25M | Sell |
184,435
-3,086
| -2% | -$71.2K | 1.55% | 15 |
|
|
2022
Q4 | $4.05M | Buy |
187,521
+594
| +0.3% | +$12.8K | 1.68% | 15 |
|
|
2022
Q3 | $3.53M | Sell |
186,927
-2,551
| -1% | -$48.2K | 1.77% | 14 |
|
|
2022
Q2 | $4.06M | Buy |
189,478
+22,626
| +14% | +$485K | 1.89% | 14 |
|
|
2022
Q1 | $4.16M | Buy |
166,852
+12,584
| +8% | +$314K | 1.98% | 12 |
|
|
2021
Q4 | $4.03M | Buy |
+154,268
| New | +$4.03M | 2.22% | 9 |
|