VW
Vance Wealth’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 | $32.5M | Buy |
1,107,703
+13,261
| +1% | +$389K | 10.97% | 2 |
|
2025
Q1 | $28.7M | Sell |
1,094,442
-19,418
| -2% | -$509K | 10.78% | 2 |
|
2024
Q4 | $27.7M | Buy |
1,113,860
+13,354
| +1% | +$332K | 10.69% | 2 |
|
2024
Q3 | $29.7M | Buy |
1,100,506
+28,651
| +3% | +$774K | 11.25% | 2 |
|
2024
Q2 | $27.2M | Sell |
1,071,855
-22,347
| -2% | -$568K | 11.19% | 2 |
|
2024
Q1 | $27.8M | Buy |
1,094,202
+18,598
| +2% | +$473K | 11.09% | 2 |
|
2023
Q4 | $26.3M | Sell |
1,075,604
-35,505
| -3% | -$867K | 11.4% | 2 |
|
2023
Q3 | $25M | Buy |
1,111,109
+103,091
| +10% | +$2.32M | 11.71% | 2 |
|
2023
Q2 | $23.5M | Buy |
1,008,018
+15,451
| +2% | +$360K | 10.7% | 2 |
|
2023
Q1 | $22.9M | Buy |
992,567
+49,354
| +5% | +$1.14M | 12.3% | 2 |
|
2022
Q4 | $20.4M | Sell |
943,213
-15,496
| -2% | -$335K | 12.71% | 2 |
|
2022
Q3 | $18.1M | Buy |
958,709
+24,963
| +3% | +$472K | 13.92% | 2 |
|
2022
Q2 | $20M | Buy |
+933,746
| New | +$20M | 15.48% | 2 |
|
2022
Q1 | – | Sell |
-506,169
| Closed | -$13.2M | – | 58 |
|
2021
Q4 | $13.2M | Buy |
+506,169
| New | +$13.2M | 12.97% | 3 |
|