AssuredPartners Investment 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	$1.73M	Buy	25,833 +2,167	+9%	+$145K	0.42%	47
2025 Q1	$1.45M	Sell	23,666 -10,237	-30%	-$627K	0.28%	100
2024 Q4	$2.12M	Buy	+33,903	New	+$2.12M	0.41%	69