ShankerValleau Wealth 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 | $38.9M | Sell |
1,324,591
-114,763
| -8% | -$3.37M | 11.1% | 3 |
|
|
2025
Q1 | $37.7M | Sell |
1,439,354
-18,509
| -1% | -$485K | 12.25% | 3 |
|
|
2024
Q4 | $36.2M | Buy |
1,457,863
+78,899
| +6% | +$1.96M | 11.64% | 3 |
|
|
2024
Q3 | $37.2M | Buy |
1,378,964
+6,048
| +0.4% | +$163K | 12.69% | 3 |
|
|
2024
Q2 | $34.9M | Sell |
1,372,916
-10,748
| -0.8% | -$273K | 14.94% | 2 |
|
|
2024
Q1 | $35.2M | Buy |
1,383,664
+9,377
| +0.7% | +$239K | 16.2% | 2 |
|
|
2023
Q4 | $33.6M | Buy |
1,374,287
+40,702
| +3% | +$994K | 17.1% | 2 |
|
|
2023
Q3 | $30M | Buy |
1,333,585
+50,499
| +4% | +$1.14M | 16.88% | 2 |
|
|
2023
Q2 | $29.9M | Buy |
1,283,086
+6,741
| +0.5% | +$157K | 16.44% | 2 |
|
|
2023
Q1 | $29.4M | Sell |
1,276,345
-16,810
| -1% | -$388K | 17.1% | 2 |
|
|
2022
Q4 | $27.9M | Sell |
1,293,155
-69,286
| -5% | -$1.5M | 17.31% | 2 |
|
|
2022
Q3 | $25.7M | Buy |
1,362,441
+62,950
| +5% | +$1.19M | 17.42% | 2 |
|
|
2022
Q2 | $27.9M | Sell |
1,299,491
-35,118
| -3% | -$753K | 18.13% | 2 |
|
|
2022
Q1 | $33.3M | Buy |
1,334,609
+20,760
| +2% | +$518K | 19.96% | 2 |
|
|
2021
Q4 | $34.3M | Buy |
+1,313,849
| New | +$34.3M | 19.71% | 2 |
|