Sequoia Financial 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
$18.5M Sell
629,629
-7,063
-1% -$207K 0.13% 123
2025
Q1
$16.7M Buy
636,692
+3,799
+0.6% +$99.5K 0.13% 139
2024
Q4
$15.7M Buy
632,893
+26,343
+4% +$655K 0.15% 136
2024
Q3
$16.4M Sell
606,550
-177,666
-23% -$4.8M 0.18% 116
2024
Q2
$19.9M Buy
+784,216
New +$19.9M 0.24% 93