Westmount Partners’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 | $1.06M | Hold |
36,105
| – | – | 0.29% | 70 |
|
|
2025
Q1 | $946K | Hold |
36,105
| – | – | 0.29% | 74 |
|
|
2024
Q4 | $898K | Hold |
36,105
| – | – | 0.27% | 74 |
|
|
2024
Q3 | $975K | Hold |
36,105
| – | – | 0.29% | 70 |
|
|
2024
Q2 | $919K | Hold |
36,105
| – | – | 0.3% | 69 |
|
|
2024
Q1 | $919K | Hold |
36,105
| – | – | 0.33% | 65 |
|
|
2023
Q4 | $882K | Sell |
36,105
-1,448
| -4% | -$35.4K | 0.36% | 61 |
|
|
2023
Q3 | $846K | Sell |
37,553
-1,427
| -4% | -$32.1K | 0.37% | 64 |
|
|
2023
Q2 | $909K | Hold |
38,980
| – | – | 0.4% | 57 |
|
|
2023
Q1 | $899K | Hold |
38,980
| – | – | 0.42% | 49 |
|
|
2022
Q4 | $842K | Buy |
+38,980
| New | +$842K | 0.44% | 50 |
|