U.S. Capital Wealth Advisors’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 | $288K | Hold |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $293K | Sell |
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|
2021
Q3 | $325K | Buy |
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