Websterrogers Financial Advisors’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 | $447K | Buy |
15,234
+6
| +0% | +$176 | 0.14% | 50 |
|
|
2025
Q1 | $399K | Sell |
15,228
-4,415
| -22% | -$116K | 0.14% | 52 |
|
|
2024
Q4 | $488K | Buy |
19,643
+5
| +0% | +$124 | 0.17% | 49 |
|
|
2024
Q3 | $530K | Sell |
19,638
-941
| -5% | -$25.4K | 0.19% | 47 |
|
|
2024
Q2 | $523K | Sell |
20,579
-310
| -1% | -$7.88K | 0.19% | 49 |
|
|
2024
Q1 | $531K | Buy |
20,889
+1
| +0% | +$25 | 0.19% | 49 |
|
|
2023
Q4 | $510K | Sell |
20,888
-741
| -3% | -$18.1K | 0.21% | 46 |
|
|
2023
Q3 | $487K | Buy |
21,629
+5
| +0% | +$113 | 0.21% | 48 |
|
|
2023
Q2 | $504K | Sell |
21,624
-715
| -3% | -$16.7K | 0.22% | 45 |
|
|
2023
Q1 | $515K | Buy |
22,339
+1
| +0% | +$23 | 0.24% | 44 |
|
|
2022
Q4 | $482K | Sell |
22,338
-1,664
| -7% | -$35.9K | 0.23% | 46 |
|
|
2022
Q3 | $453K | Buy |
24,002
+22
| +0.1% | +$415 | 0.24% | 38 |
|
|
2022
Q2 | $514K | Buy |
23,980
+307
| +1% | +$6.58K | 0.25% | 39 |
|
|
2022
Q1 | $596K | Buy |
23,673
+1,373
| +6% | +$34.6K | 0.3% | 44 |
|
|
2021
Q4 | $582K | Sell |
22,300
-2,337
| -9% | -$61K | 0.13% | 45 |
|
|
2021
Q3 | $638K | Buy |
+24,637
| New | +$638K | 0.15% | 39 |
|