Bank of Montreal’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 | $871K | Sell |
12,982
-212
| -2% | -$14.2K | ﹤0.01% | 1725 |
|
|
2025
Q1 | $809K | Buy |
13,194
+1,401
| +12% | +$85.9K | ﹤0.01% | 1696 |
|
|
2024
Q4 | $737K | Sell |
11,793
-11,554
| -49% | -$722K | ﹤0.01% | 1774 |
|
|
2024
Q3 | $1.48M | Buy |
23,347
+16,357
| +234% | +$1.04M | ﹤0.01% | 1621 |
|
|
2024
Q2 | $418K | Buy |
6,990
+4,426
| +173% | +$265K | ﹤0.01% | 2250 |
|
|
2024
Q1 | $152K | Buy |
2,564
+1,984
| +342% | +$117K | ﹤0.01% | 2849 |
|
|
2023
Q4 | $32K | Buy |
+580
| New | +$32K | ﹤0.01% | 3229 |
|