Soundmark Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $12.9M | Buy |
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|
2023
Q4 | $12M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $10.7M | Buy |
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|
2023
Q1 | $10.3M | Buy |
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|
2022
Q4 | $9.51M | Buy |
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|
2022
Q3 | $8.31M | Buy |
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|
2022
Q2 | $9.28M | Buy |
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|
2022
Q1 | $10.7M | Sell |
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|
2021
Q4 | $11.2M | Sell |
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|
2021
Q3 | $18.1M | Buy |
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