Stratos Wealth Partners’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 | $495K | Sell |
16,869
-203
| -1% | -$5.96K | 0.01% | 931 |
|
|
2025
Q1 | $447K | Buy |
17,072
+5
| +0% | +$131 | 0.01% | 925 |
|
|
2024
Q4 | $424K | Sell |
17,067
-1,066
| -6% | -$26.5K | 0.01% | 999 |
|
|
2024
Q3 | $490K | Sell |
18,133
-1,043
| -5% | -$28.2K | 0.01% | 950 |
|
|
2024
Q2 | $487K | Sell |
19,176
-120
| -0.6% | -$3.05K | 0.01% | 908 |
|
|
2024
Q1 | $491K | Buy |
19,296
+1,477
| +8% | +$37.6K | 0.01% | 899 |
|
|
2023
Q4 | $435K | Sell |
17,819
-223
| -1% | -$5.45K | 0.01% | 920 |
|
|
2023
Q3 | $406K | Buy |
18,042
+589
| +3% | +$13.3K | 0.01% | 902 |
|
|
2023
Q2 | $407K | Buy |
17,453
+6,044
| +53% | +$141K | 0.01% | 846 |
|
|
2023
Q1 | $263K | Sell |
11,409
-2,630
| -19% | -$60.7K | 0.01% | 924 |
|
|
2022
Q4 | $303K | Sell |
14,039
-56
| -0.4% | -$1.21K | 0.01% | 888 |
|
|
2022
Q3 | $266K | Buy |
+14,095
| New | +$266K | 0.01% | 911 |
|