Beacon Pointe 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 | $640K | Buy |
9,544
+374
| +4% | +$25.1K | 0.01% | 805 |
|
|
2025
Q1 | $562K | Buy |
9,170
+1,476
| +19% | +$90.5K | 0.01% | 812 |
|
|
2024
Q4 | $481K | Buy |
7,694
+2,117
| +38% | +$132K | 0.01% | 837 |
|
|
2024
Q3 | $354K | Sell |
5,577
-286
| -5% | -$18.1K | ﹤0.01% | 961 |
|
|
2024
Q2 | $349K | Sell |
5,863
-1,376
| -19% | -$81.9K | ﹤0.01% | 993 |
|
|
2024
Q1 | $428K | Buy |
7,239
+853
| +13% | +$50.4K | ﹤0.01% | 966 |
|
|
2023
Q4 | $351K | Buy |
+6,386
| New | +$351K | ﹤0.01% | 1009 |
|