Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.57M | Buy |
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|
2025
Q2 | $2.3M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $877K | Buy |
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|
2024
Q1 | $875K | Buy |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $92.2K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $437K | Hold |
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|
2022
Q2 | $496K | Hold |
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|
2022
Q1 | $577K | Hold |
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|
2021
Q4 | $604K | Buy |
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