Summit Wealth Group’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
Q2 | $4.13M | Sell |
|
|||||
|
2025
Q1 | $3.74M | Sell |
|
|||||
|
2024
Q4 | $3.58M | Sell |
|
|||||
|
2024
Q3 | $3.95M | Sell |
|
|||||
|
2024
Q2 | $3.72M | Buy |
|
|||||
|
2024
Q1 | $3.72M | Sell |
|
|||||
|
2023
Q4 | $3.58M | Sell |
|
|||||
|
2023
Q3 | $3.35M | Sell |
|
|||||
|
2023
Q2 | $3.48M | Sell |
|
|||||
|
2023
Q1 | $153K | Buy |
|
|||||
|
2022
Q4 | $3.34M | Buy |
|
|||||
|
2022
Q3 | $1.01M | Buy |
|
|||||
|
2022
Q2 | $1.07M | Buy |
|
|||||
|
2022
Q1 | $1.24M | Sell |
|
|||||
|
2021
Q4 | $2.33M | Buy |
|
|||||
|
2021
Q3 | $1.48M | Buy |
|