Silver Oak Advisory Group’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 | $12.3M | Buy |
417,170
+19,715
| +5% | +$579K | 5.94% | 5 |
|
2025
Q1 | $10.4M | Buy |
397,455
+731
| +0.2% | +$19.2K | 5.53% | 6 |
|
2024
Q4 | $9.86M | Buy |
396,724
+1,408
| +0.4% | +$35K | 5.22% | 6 |
|
2024
Q3 | $10.7M | Buy |
395,316
+645
| +0.2% | +$17.4K | 5.48% | 6 |
|
2024
Q2 | $10M | Buy |
394,671
+22,554
| +6% | +$573K | 5.57% | 6 |
|
2024
Q1 | $9.47M | Buy |
372,117
+5,897
| +2% | +$150K | 5.31% | 6 |
|
2023
Q4 | $8.94M | Buy |
366,220
+10,615
| +3% | +$259K | 5.25% | 6 |
|
2023
Q3 | $8.01M | Buy |
355,605
+15,912
| +5% | +$358K | 5.19% | 6 |
|
2023
Q2 | $7.92M | Buy |
339,693
+25,581
| +8% | +$596K | 5.18% | 6 |
|
2023
Q1 | $7.24M | Buy |
314,112
+8,802
| +3% | +$203K | 4.87% | 7 |
|
2022
Q4 | $6.59M | Sell |
305,310
-8,799
| -3% | -$190K | 4.65% | 7 |
|
2022
Q3 | $5.93M | Buy |
314,109
+19,434
| +7% | +$367K | 4.45% | 7 |
|
2022
Q2 | $6.32M | Buy |
294,675
+3,841
| +1% | +$82.4K | 4.48% | 6 |
|
2022
Q1 | $7.26M | Buy |
290,834
+23,156
| +9% | +$578K | 4.73% | 7 |
|
2021
Q4 | $6.99M | Buy |
+267,678
| New | +$6.99M | 4.42% | 9 |
|