Tortoise Investment Management’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 | $938K | Hold |
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|
2025
Q1 | $837K | Sell |
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|
2024
Q4 | $813K | Hold |
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|
2024
Q3 | $883K | Hold |
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|
2024
Q2 | $831K | Hold |
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|
2024
Q1 | $832K | Hold |
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|
2023
Q4 | $799K | Sell |
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|
2023
Q3 | $947K | Hold |
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|
2023
Q2 | $980K | Sell |
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|
2023
Q1 | $979K | Sell |
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|
2022
Q4 | $946K | Hold |
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|
2022
Q3 | $827K | Hold |
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|
2022
Q2 | $939K | Hold |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.13M | Buy |
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