WA
Wealthstream 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 | $1.12M | Sell |
37,983
-85
| -0.2% | -$2.5K | 0.19% | 49 |
|
|
2025
Q1 | $997K | Sell |
38,068
-179
| -0.5% | -$4.69K | 0.19% | 46 |
|
|
2024
Q4 | $951K | Sell |
38,247
-416
| -1% | -$10.3K | 0.18% | 51 |
|
|
2024
Q3 | $1.04M | Hold |
38,663
| – | – | 0.19% | 45 |
|
|
2024
Q2 | $983K | Sell |
38,663
-6,955
| -15% | -$177K | 0.36% | 41 |
|
|
2024
Q1 | $1.16M | Sell |
45,618
-1,524
| -3% | -$38.8K | 0.44% | 34 |
|
|
2023
Q4 | $1.15M | Buy |
47,142
+123
| +0.3% | +$3K | 0.48% | 28 |
|
|
2023
Q3 | $1.06M | Sell |
47,019
-16,171
| -26% | -$364K | 0.55% | 25 |
|
|
2023
Q2 | $1.47M | Buy |
63,190
+14,751
| +30% | +$344K | 0.77% | 20 |
|
|
2023
Q1 | $1.12M | Buy |
48,439
+15
| +0% | +$346 | 0.67% | 22 |
|
|
2022
Q4 | $1.05M | Sell |
48,424
-8,577
| -15% | -$185K | 0.68% | 24 |
|
|
2022
Q3 | $1.08M | Sell |
57,001
-1,419
| -2% | -$26.8K | 1.16% | 15 |
|
|
2022
Q2 | $1.25M | Sell |
58,420
-16,743
| -22% | -$359K | 1.27% | 14 |
|
|
2022
Q1 | $1.88M | Buy |
75,163
+12,672
| +20% | +$316K | 1.64% | 12 |
|
|
2021
Q4 | $1.63M | Buy |
+62,491
| New | +$1.63M | 1.39% | 13 |
|