Valley Forge Investment Consultants’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 | $441K | Sell |
15,016
-25,090
| -63% | -$737K | 0.14% | 51 |
|
|
2025
Q1 | $1.05M | Hold |
40,106
| – | – | 0.37% | 25 |
|
|
2024
Q4 | $997K | Hold |
40,106
| – | – | 0.34% | 29 |
|
|
2024
Q3 | $1.08M | Hold |
40,106
| – | – | 0.38% | 25 |
|
|
2024
Q2 | $1.02M | Sell |
40,106
-8,549
| -18% | -$217K | 0.39% | 24 |
|
|
2024
Q1 | $1.24M | Hold |
48,655
| – | – | 0.48% | 23 |
|
|
2023
Q4 | $1.19M | Hold |
48,655
| – | – | 0.53% | 21 |
|
|
2023
Q3 | $1.1M | Buy |
+48,655
| New | +$1.1M | 0.5% | 26 |
|