Schwarz Dygos Wheeler Investment Advisors’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 | $944K | Sell |
32,141
-1,381
| -4% | -$40.6K | 0.22% | 72 |
|
|
2025
Q1 | $878K | Buy |
33,522
+2,819
| +9% | +$73.9K | 0.21% | 74 |
|
|
2024
Q4 | $763K | Sell |
30,703
-150
| -0.5% | -$3.73K | 0.19% | 81 |
|
|
2024
Q3 | $833K | Sell |
30,853
-27,517
| -47% | -$743K | 0.21% | 76 |
|
|
2024
Q2 | $1.48M | Sell |
58,370
-4,376
| -7% | -$111K | 0.4% | 49 |
|
|
2024
Q1 | $1.6M | Buy |
62,746
+2,830
| +5% | +$72K | 0.45% | 48 |
|
|
2023
Q4 | $1.46M | Sell |
59,916
-1,963
| -3% | -$47.9K | 0.45% | 46 |
|
|
2023
Q3 | $1.39M | Sell |
61,879
-6,956
| -10% | -$157K | 0.47% | 44 |
|
|
2023
Q2 | $1.6M | Buy |
68,835
+19,424
| +39% | +$453K | 0.53% | 41 |
|
|
2023
Q1 | $1.14M | Buy |
49,411
+117
| +0.2% | +$2.7K | 0.41% | 47 |
|
|
2022
Q4 | $1.06M | Buy |
49,294
+2,448
| +5% | +$52.9K | 0.42% | 48 |
|
|
2022
Q3 | $885K | Sell |
46,846
-3,589
| -7% | -$67.8K | 0.39% | 51 |
|
|
2022
Q2 | $1.08M | Sell |
50,435
-358
| -0.7% | -$7.67K | 0.43% | 50 |
|
|
2022
Q1 | $1.27M | Buy |
50,793
+6,646
| +15% | +$166K | 0.43% | 50 |
|
|
2021
Q4 | $1.15M | Buy |
44,147
+1,920
| +5% | +$50.1K | 0.39% | 49 |
|
|
2021
Q3 | $1.09M | Buy |
+42,227
| New | +$1.09M | 0.4% | 52 |
|