Websterrogers Financial 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 | $477K | Sell |
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|
2025
Q2 | $447K | Buy |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $514K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $582K | Sell |
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|
2021
Q3 | $638K | Buy |
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