SRB
Shotwell Rutter Baer’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 | $400K | Sell |
13,500
-360
| -3% | -$10.7K | 0.27% | 31 |
|
|
2025
Q1 | $336K | Sell |
13,860
-60
| -0.4% | -$1.46K | 0.3% | 30 |
|
|
2024
Q4 | $342K | Sell |
13,920
-489
| -3% | -$12K | 0.29% | 30 |
|
|
2024
Q3 | $389K | Sell |
14,409
-703
| -5% | -$19K | 0.32% | 30 |
|
|
2024
Q2 | $390K | Sell |
15,112
-273
| -2% | -$7.04K | 0.35% | 27 |
|
|
2024
Q1 | $395K | Sell |
15,385
-190
| -1% | -$4.87K | 0.8% | 13 |
|
|
2023
Q4 | $376K | Buy |
+15,575
| New | +$376K | 0.36% | 28 |
|