TLA
Tanglewood Legacy Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Hold |
30,200
| – | – | 0.36% | 44 |
|
|
2025
Q1 | $791K | Sell |
30,200
-1,635
| -5% | -$42.8K | 0.35% | 44 |
|
|
2024
Q4 | $791K | Hold |
31,835
| – | – | 0.34% | 43 |
|
|
2024
Q3 | $860K | Hold |
31,835
| – | – | 0.38% | 42 |
|
|
2024
Q2 | $809K | Hold |
31,835
| – | – | 0.38% | 41 |
|
|
2024
Q1 | $810K | Sell |
31,835
-11,100
| -26% | -$282K | 0.4% | 38 |
|
|
2023
Q4 | $1.05M | Sell |
42,935
-21,008
| -33% | -$513K | 0.57% | 28 |
|
|
2023
Q3 | $1.44M | Hold |
63,943
| – | – | 0.86% | 19 |
|
|
2023
Q2 | $1.49M | Buy |
63,943
+10,805
| +20% | +$252K | 0.86% | 20 |
|
|
2023
Q1 | $1.23M | Buy |
+53,138
| New | +$1.23M | 0.78% | 21 |
|