WhitTier Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-636
| Closed | -$16.2K | – | 1348 |
|
|
2024
Q2 | $16.2K | Hold |
636
| – | – | ﹤0.01% | 930 |
|
|
2024
Q1 | $16.2K | Hold |
636
| – | – | ﹤0.01% | 887 |
|
|
2023
Q4 | $15.5K | Hold |
636
| – | – | ﹤0.01% | 895 |
|
|
2023
Q3 | $14.3K | Sell |
636
-235
| -27% | -$5.29K | ﹤0.01% | 878 |
|
|
2023
Q2 | $20.3K | Hold |
871
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $20.1K | Hold |
871
| – | – | ﹤0.01% | 847 |
|
|
2022
Q4 | $18.8K | Hold |
871
| – | – | ﹤0.01% | 848 |
|
|
2022
Q3 | $16K | Buy |
+871
| New | +$16K | ﹤0.01% | 845 |
|