Your Advocates Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,916
| Closed | -$106K | – | 248 |
|
|
2022
Q4 | $106K | Sell |
4,916
-6,860
| -58% | -$148K | 0.06% | 35 |
|
|
2022
Q3 | $222K | Hold |
11,776
| – | – | 0.13% | 28 |
|
|
2022
Q2 | $252K | Hold |
11,776
| – | – | 0.15% | 25 |
|
|
2022
Q1 | $294K | Hold |
11,776
| – | – | 0.17% | 23 |
|
|
2021
Q4 | $307K | Buy |
11,776
+45
| +0.4% | +$1.17K | 0.17% | 23 |
|
|
2021
Q3 | $304K | Buy |
+11,731
| New | +$304K | 0.2% | 20 |
|