Alpha Financial Advisors’s Dimensional World Equity ETF DFAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
4,799
-930
| -16% | -$62.4K | 0.12% | 39 |
|
|
2025
Q1 | $351K | Buy |
5,729
+398
| +7% | +$24.4K | 0.16% | 30 |
|
|
2024
Q4 | $333K | Buy |
5,331
+294
| +6% | +$18.4K | 0.15% | 34 |
|
|
2024
Q3 | $320K | Buy |
5,037
+363
| +8% | +$23K | 0.14% | 32 |
|
|
2024
Q2 | $278K | Buy |
4,674
+482
| +11% | +$28.7K | 0.13% | 33 |
|
|
2024
Q1 | $248K | Buy |
+4,192
| New | +$248K | 0.12% | 38 |
|