Spire Wealth Management’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 | $8.64K | Sell |
294
-3,965
| -93% | -$116K | ﹤0.01% | 1768 |
|
2025
Q1 | $112K | Sell |
4,259
-3,442
| -45% | -$90.2K | ﹤0.01% | 996 |
|
2024
Q4 | $191K | Hold |
7,701
| – | – | 0.01% | 834 |
|
2024
Q3 | $208K | Hold |
7,701
| – | – | 0.01% | 719 |
|
2024
Q2 | $196K | Hold |
7,701
| – | – | 0.01% | 724 |
|
2024
Q1 | $196K | Hold |
7,701
| – | – | ﹤0.01% | 771 |
|
2023
Q4 | $183K | Hold |
7,701
| – | – | 0.01% | 787 |
|
2023
Q3 | $173K | Hold |
7,701
| – | – | 0.01% | 754 |
|
2023
Q2 | $180K | Hold |
7,701
| – | – | 0.01% | 756 |
|
2023
Q1 | $178K | Buy |
7,701
+3,442
| +81% | +$79.4K | 0.01% | 769 |
|
2022
Q4 | $92K | Buy |
4,259
+294
| +7% | +$6.35K | 0.01% | 776 |
|
2022
Q3 | $75K | Sell |
3,965
-5,457
| -58% | -$103K | ﹤0.01% | 803 |
|
2022
Q2 | $202K | Buy |
+9,422
| New | +$202K | 0.01% | 767 |
|