SSWM
Sheets Smith Wealth Management’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 | $285K | Hold |
9,717
| – | – | 0.03% | 351 |
|
|
2025
Q1 | $255K | Hold |
9,717
| – | – | 0.03% | 318 |
|
|
2024
Q4 | $242K | Hold |
9,717
| – | – | 0.03% | 342 |
|
|
2024
Q3 | $262K | Hold |
9,717
| – | – | 0.03% | 330 |
|
|
2024
Q2 | $247K | Hold |
9,717
| – | – | 0.03% | 337 |
|
|
2024
Q1 | $247K | Hold |
9,717
| – | – | 0.03% | 344 |
|
|
2023
Q4 | $237K | Hold |
9,717
| – | – | 0.03% | 312 |
|
|
2023
Q3 | $219K | Hold |
9,717
| – | – | 0.03% | 298 |
|
|
2023
Q2 | $227K | Hold |
9,717
| – | – | 0.03% | 302 |
|
|
2023
Q1 | $224K | Hold |
9,717
| – | – | 0.03% | 291 |
|
|
2022
Q4 | $210K | Buy |
+9,717
| New | +$210K | 0.03% | 286 |
|
|
2022
Q3 | – | Sell |
-9,717
| Closed | -$208K | – | 303 |
|
|
2022
Q2 | $208K | Hold |
9,717
| – | – | 0.03% | 285 |
|
|
2022
Q1 | $242K | Hold |
9,717
| – | – | 0.03% | 309 |
|
|
2021
Q4 | $254K | Hold |
9,717
| – | – | 0.03% | 330 |
|
|
2021
Q3 | $251K | Buy |
+9,717
| New | +$251K | 0.03% | 322 |
|