Apella Capital’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 | $6.62M | Buy |
98,127
+10,237
| +12% | +$690K | 0.18% | 96 |
|
|
2025
Q1 | $5.18M | Buy |
87,890
+18,918
| +27% | +$1.12M | 0.18% | 91 |
|
|
2024
Q4 | $4.31M | Buy |
68,972
+7,029
| +11% | +$439K | 0.17% | 81 |
|
|
2024
Q3 | $3.9M | Buy |
61,943
+19,603
| +46% | +$1.24M | 0.16% | 77 |
|
|
2024
Q2 | $2.55M | Buy |
42,340
+14,030
| +50% | +$844K | 0.11% | 90 |
|
|
2024
Q1 | $1.67M | Buy |
28,310
+11,268
| +66% | +$663K | 0.08% | 104 |
|
|
2023
Q4 | $918K | Buy |
+17,042
| New | +$918K | 0.05% | 143 |
|